Case Studies

Real life examples of how PWM works with clients.

 

Recently Divorced

Understanding & Protecting Your Interests


Woman navigates finances after divorceProblem: Divorce Leaves Spouse in Uncharted Waters

Solution: Clarified Divorce Settlement and Planned for the Future

Following her divorce, Ms. Neuday found herself confronted with an assortment of challenges and choices, many of which were financial in nature. Unlike many of our  … read more »

 

Brokerage Firm “Solution” Goes Awry

Stock Broker Pushes Separately Managed Account Program


Man questioning his financial futureProblem: Ineffective and Expensive Brokerage Firm “Solution”

Solution: Created a Conflict-Free, Internally Managed Portfolio 

At the suggestion of a client, Dr. Care scheduled a complimentary consultation with one of our investment advisors. At the time of his visit he was 60 years old … read more »

 

Untimely Loss of Spouse

Unbiased Guidance During a Life Changing Event


Woman thinks about husbands deathProblem: Surviving Spouse Facing Time Sensitive Financial Decisions

Solution: Implemented a Plan to Maintain Current Lifestyle

In 2011, Mrs. Kelly, the mother of two teenage children, had recently lost her husband to cancer. Living in New York City there was no shortage of financial … read more »