The firm was created out of a vision to provide exceptional service to a limited number of clients. The founders understood that exceptional service required time, dedication and skill. The availability of time to serve was a critical element in the firm’s vision. By accepting a limited number of clients and focusing our work only on these clients, the firm was able to deliver the care that the clients deserved and expected.
Our founders also understood that exceptional talent requires constant sharpening. Ongoing education and training of all PWA Wealth Management Team Members is an integral element of the firm’s commitment to excellence.
Our history reflects a lifetime of dedication to the well-being of our clients and our firm. Dedication is a core quality that is developed and embraced by every PWA Wealth Management Team Member.