We’re a different kind of investment advisory firm
That’s because we offer much more than investment management: we are a true one-stop shop for personal and business financial advice, delivered seamlessly through one voice. With over 110 years of combined financial services experience, our bench is deep and our skills range from banking and real estate to portfolio management and corporate retirement plan design. This enables us to be highly responsive and propose solutions that take into account your entire financial picture, however complex and intermingled your various assets and income streams are.
Because we have witnessed firsthand the inefficiencies of a compartmentalized approach, PPW has purposely tried to eliminate the “service layers” and the “product barriers” that are so often present in larger institutions. Our versatile advisers are trained and equipped to answer a variety of financial questions without always needing to “consult a product specialist from another division”. This allows us to be product-agnostic, and makes our professional staff more responsive and more accountable to our clients on all fronts.
Our core belief is that by having all of these skills and services under one roof, we can be better stewards of your family’s wealth.