How We're Different: 

 Summary   Comprehensive   Fee-Only   No Minimums   Trust-Based   Affordable   Integrated Taxes                 

PWA doesn't specialize in only one area of financial planning.  We play the role of general financial practitioner, serving your needs in planning, risk management, employee benefits, tax, investments, retirement, and estate planning.  While there are other comprehensive financial advisors out there, many companies that call themselves advisors only focus on or two of these aspects.  You may have experience working with some of them:

This list goes on and on.  And, while many of these professionals are credible and are good at what they do, they cannot achieve the synergies associated with having a single representative who knows you, managing your financials.  Have you ever tried to get your investment "guy" to talk to your tax prep "guy" and been in the middle of that conversation?  If you have, you now understand the value of having a comprehensive advisor in PWA.


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