Think Client First.
As a Registered Investment Advisor (RIA), we seek to provide investment advice and services that are in the best interest of our clients. We do not participate in any form of trading commissions or mutual fund reimbursements.
Cultivate Personal Relationships.
Clients and advisors benefit from a personal relationship. All PWM clients are served by at least one Senior Advisor of the firm. We periodically meet with clients and always encourage an open dialogue.
Keep Clients Informed.
Clients are positioned to make better decisions when they are well informed. We maintain a robust online Knowledge Center encompassing a variety of relevant business, finance, and tax related topics. → visit PWM-NJ.com/knowledge → sign-up for bi-weekly updates
Our advisors hold and continue to pursue a wide range of professional designations. We look for opportunities to educate ourselves on the latest industry trends so we can provide our clients with the best possible services.
Maintain a Straightforward Investment Philosophy.
Investment strategies should be easy to understand. We do not utilize separate account managers, endorse the use of hedge funds, illiquid investment partnerships, or theoretical “black box” models.
Give Back to the Community.
Our commitment to you extends to the communities we share. We are
passionate about the charities we support and work with them on funding strategies and service initiatives.