Independent

PW has remained independent and steadfast in its approach and commitment to provide unbiased advice and portfolio management. We are not swayed by competing corporate goals from a parent company, investment banking departments, proprietary products, or quarterly earnings reports. We are independently family owned and operated.

Fiduciary

A fiduciary is one who manages the assets of another and stands in a special relationship of trust, confidence, and legal responsibility. PW is a Registered Investment Advisor, which means we are required by law to act in our clients’ best interests.

Transparent Compensation

We are compensated based on how well we manage your portfolio, not by how often we trade. If your portfolio increases in value, our revenues increase. If your portfolio decreases in value, our revenues decrease. As a result, transparency and accountability are maximized, and conflicts of interest are minimized.

Evidence-Based

We take an evidence-based approach, meaning that we are able to weigh which investments are more likely to succeed based on stress testing, objective criteria, and which investments involve unnecessary risks and costs.

Exceptional Research

PW has its own in-house research team with access to the leading independent research firms in the country. PW has exclusive access to our in-house tactical portfolios not available to other Registered Investment Advisors or investment firms. In addition, DFA research has more Nobel-Prize winning laureates on their research team than any other and works only with approved leading RIAs such as PRS. The PW Research Team specializes in their exclusive Four-Step Advance & Protect Investment Process as the foundation of their Tactical Investment Strategies.

Low Costs

PW focuses on disciplined investments primarily with extremely low costs. Our low-cost approach has provided enhanced value for clients over long periods.

Tax-Efficient

Active tax management is embedded directly into the core of our comprehensive wealth management services. This ensures you pay no more tax than necessary.

Individualized Attention

PW takes the time to develop an overall view of your unique financial situation, goals and risk tolerances. All clients have customized recommendations tailored to their personal situations. We take the time to get to know you personally, and proactively focus on keeping your Confidence Ratio maximized at 80% to 100% towards accomplishing all your wealth management goals, throughout the rest of your life.

Active Oversight

PW is carefully on watch for you–daily stress-testing client portfolios and keeping clients informed. We have built PW founded on education, as we have co-authored three financial books, and provide weekly market commentary, regular client reviews, and ongoing educational workshops for our clients’ benefit. We believe it is important to continue to educate and proactively advise you on topics that are relevant to your life and investments for your peace of mind, sense of security and confidence in your future.

Experience

PW has more than 100 years of collective industry experience in its Advisory Team, as well as its Research Team. PW manages over a billion dollars nationwide, with over 30 years of experience.

Professionalism

All our six Wealth Advisors are CERTIFIED FINANCIAL PLANNER™ professionals. The various professional designations include CFP®, CFA (Chartered Financial Analyst), CPM® (Certified Portfolio Manager), MBA, and AIF (Accredited Investment Fiduciary).

Philanthropy

PW accomplishments are a result of the investments of many. Out of gratefulness, PW gives 10% of its profits back to the community.

Stability

PW has been profitable every year since it was founded. Its expenses are covered by recurring revenue, and there has been very low turnover among our clients as well as our over two dozen staff.