Planning Services

Delivering exceptional wealth management requires the expertise to care for all aspects of your financial situation. PWA Wealth Management offers a comprehensive suite of financial planning services to coordinate all the aspects of your wealth. Whether you are an individual, a business owner, or the fiduciary for an institution, we can apply our expertise in any of the following areas:

Planning Services for Individuals

Investment Management ~ Development of a comprehensive, personalized investment strategy using tactical asset allocation, cost efficient investments, and when necessary, alternative investments

Retirement Planning ~ Achieve retirement goals, including determining required savings rates and identifying the most efficient retirement plans; Optimizing pension and Social Security benefits, effective distribution of deferred compensation benefits as well as the proper use of privately held equity

Risk Management ~ Coordination of all risk management strategies including property, personal, business, and life insurances and the development of techniques to reduce litigation exposure

Estate Planning ~ Assistance with the preparation of a comprehensive estate plan for wealth transfer including ongoing estate tax minimization analysis; Coordination with a legal professional to ensure investment and retirement account beneficiary designations compliment the estate plan

Philanthropy ~ Charitable efforts and the structuring of family foundations and trusts

Income Tax Planning ~ Development of income tax minimization strategies and coordination with tax professionals

Communication ~ Provide regular communication regarding all aspects of wealth management

Coordination ~ Integrate estate, income tax, philanthropic, and risk management techniques to form a comprehensive system designed to accomplish personal and financial goals

Education & Mediation ~ Educating all generations of the client’s family regarding the family mission and objectives; Objective advice in the event of conflicts regarding the family’s finances

College Planning ~ Creating a plan to provide resources for college expenses; Balance college planning with income tax and retirement plans to maximize opportunities and balance financial goals

Planning Services for Businesses

Business Planning ~ Assistance with the development and monitoring of a plan for business sale, continuation or succession

Business Retirement Plans ~ Identification of the optimal company retirement plan to provide a benefit to employees, maximize opportunity for the business owner, and reduce plan costs

Download the Audit – Ready Fiduciary File

Planning Services for Institutions

Goal & Strategy Identification ~ Providing a comprehensive assessment of the investment needs of the institution. Developing an Investment Policy Statement to guide the investment advisor in accomplishment of the goals of the institution

Institutional Investment Management ~ Implementing a low expense strategy designed to accomplish the short- and long-term investment and financial goals of the organization

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