Our Story

PWM Advisory Group provides a wealth of intelligence to you, your family and your business.

Unbiased Financial Advice

PWM Advisory Group, LLC (“PWM”) is an independent registered investment advisor (RIA) providing unbiased private wealth management advice to clients primarily residing in New Jersey, New York, Pennsylvania and Florida. PWM was co-founded by principals of Pinnacle Associates Ltd., a multi-billion dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm.

Tradition of Excellence

In the late 1990’s, professionals from these firms realized they served many common clients. Over the ensuing years the two firms developed a close working relationship that included a growing roster of select clients who valued an integrated approach to wealth management.

Your Path to Success

Today, PWM invites you to join this previously exclusive relationship. Our team of trusted financial advisors is committed to fulfilling your investment management, cash flow planning and wealth counsel needs. We serve a diverse group of private clients including pharmaceutical, medical, legal and accounting professionals. Our clientele also consists of entrepreneurs, business executives, retirees and people experiencing life changing events.