What We Do

Excellent past experience. Personal touch. Advisors take the time to learn what my goals are and my comfort level in terms of risk. Regular follow ups.

I take great comfort in the rational, professional and personal services provided by Nancy Graham and PWL Capital. This firm is not about speculation or hot tips. They take the time to explain how their portfolios are built, the research that supports their approach and most importantly they take the time to understand you and your family. As a professional accountant, I respect the integrity of their process and the logic of their philosophy. If you are looking for investment advice I suggest that spending an hour with Nancy, a portfolio manager at PWL, would be a good investment of your time.

Excellent service and considerate of my individual circumstances. Down to earth language and communications, investment strategy and approach. PWL is excellent for investment services and financial planning. That is why I am a client.

Thanks for hounding me, I appreciate it, you guys are the best.

Shannon and Justin are a rare find in the industry. Before switching I was being charged up to 2.5% in hidden fees. PWL took the time to set me up with a plan that openly states their fees and clearly articulated the nature of the investments. It’s refreshing to meet a team so up-to-date with the latest technology. I can’t recommend this team’s services enough.

We both felt very comfortable with the planning process and the obvious skills of Shannon and Justin. We feel confident about working together in the future with all members of the team.