Our Approach


PWA’s philosophy is as old as ancient Rome:


True happiness is to enjoy the present, without anxious dependence upon the future.

Lucius Senaca’s observation about happiness is what we strive to provide clients: peace of mind through financial security.


The philosopher also furnishes some words of wisdom that are more widely known and that we whole-heartedly believe:

Luck is what happens when preparation meets opportunity.


Achieving financial security is not about luck. It’s about planning and preparation. It’s about establishing a financial roadmap – a GPS – that affords clients opportunities beyond their imaginations.

PWA Wealth Management is privileged to assist you in navigating life’s financial journey.

© 2021 PWA Wealth Management
Three Ring Focus