Welcome to Perpetual Wealth Advisors (PWA). We are knowledgeable, financial advisors who you can trust to:
Help you define your financial goals
Create a plan to get you started on achieving them
Act as your primary point of contact in all financial matters
Manage your investments
Ensure you're not exposed to catastrophic risks
Accurately file your taxes as a very low cost
Take worrying about your finances off your list of things to do, for good!
Our president, Tom Nardozzi is a CERTIFIED FINANCIAL PLANNER™ professional or CFP® professional, and has the training, education, and experience to help you achieve your goals. You define success. We'll help you get there.
At PWA, our mission is to help our clients build and preserve the comfort and freedom of financial independence. By financial independence, we don't mean solely enabling retirement, like many of the financial advising commercials you'll see on TV. That's partly because when looking for clients, we don't just seek the elderly couple with a million dollars or more to invest. On the contrary, we're willing to invest time and energy in our clients to help them become more than an elderly couple that can afford retirement. Our goal is to get you to "pretirement", a PWA-created term defining the stage of life where your current and future needs are securely fulfilled and you’re financially free to focus on achieving your wants and enjoying life. Pretirement has nothing to do with being old, tired, and sick of work. It's about the freedom to do what you've always wanted to do. Maybe it's owning your own business, writing a book, establishing a private foundation, repairing houses for profit, or doing charity work. Whatever it is, in pretirement, you can do it on your terms, your schedule, and prioritize it around the rest of your life. We want to get you there and keep you there, regardless of where you're starting from now.
PWA assists our clients with:
For more information on what we offer to you, see our What We Offer page.
We believe that involving PWA in the planning, execution, and monitoring of all aspects of your financial life creates synergies and avoids costly mistakes than can occur when plans are segmented and managed by different individuals (i.e. an accountant, an insurance broker, a mutual fund advisor, a 401k administrator, etc.), each operating in isolation. We ensure a plan is comprehensive from the start, making it easier for you to trust it will be successful in the end. With Perpetual Wealth Advisors, you can take comfort in knowing you have a fiduciary partner looking out for your best interest, every step of the way. That lets you focus on enjoying your career, Your hobbies, and your loved ones. That ongoing security, comfort, and freedom is the personification of our company. It is Perpetual Wealth.
We invite you to view the pages listed on the menu to the left to find out more about us and how we can help you. Or, simply contact us at the locations provided below. We look forward to working with you.
This web site is only for the purpose of giving general information and is not intended to offer personal financial advice. Nothing in these pages shall be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, or legal advice. We DO NOT offer any type of investment advice on-line. Nothing in this entire web site shall be construed as an offer to sell, or a solicitation to buy regulated securities. Nothing contained in this web site shall be implied or construed as creating a planner / client relationship by virtue of your access to this site and you should not rely on any information contained herein to plan your estate or invest any of your assets. You will only be considered a Perpetual Wealth Advisors client by mutual agreement and only after you have executed a client agreement and retained our services. Perpetual Wealth Advisors, L.L.C. is a Registered Investment Adviser governed under the laws of North Carolina. In addition, the firm is registered in Georgia, Minnesota, Texas, and California (see our FAQ for information on serving residents of other states). Registration of an Investment Advisor does not imply any level of skill or training.