A Group Effort
The members of our financial advisory team combine extensive wealth management experience with personalized client service. Our financial professionals collaborate with you on the design, implementation and on-going management of your customized wealth management plan.
The Investment Advisors work closely with you to develop customized investment strategies and security selection that address your specific goals. The group collectively holds the following investing, planning, higher education and professional designations: Chartered Financial Analyst (CFA); CERTIFIED FINANCIAL PLANNER™ (CFP®); Certified Professional Accountant (CPA); Masters of Business Administration (MBA), Masters of Science in Finance (MSF).
The Wealth Advisors are available to assist clients with all financial planning and counseling needs. Professional designations held by this group include: Certified Public Accountant (CPA); Accredited Estate Planner (AEP); Certified Specialists in Estate Planning (CSEP); Personal Financial Specialists (PFS); Certified Financial Planner (CFP), Accredited in Business Valuation (ABV), Certified Valuation Analyst (CVA), Certified in Financial Forensics (CFF).
The Professional Service Team works in conjunction with PWM staff to provide attentive client service and ensure your inquiries are met in a timely manner. Members of this group frequently address questions relating to new account documents, asset transfers, tax reporting, and electronic statement delivery.