Our Managing Partners
The Founders of PPW have worked together for over 15 years and bring complementary skills and personalities to the table. In addition to managing your portfolio, they have the knowledge and expertise to provide business consulting and advise you on everything from lending and real estate to retirement plans, insurance and trusts.
Our Professional Staff
Our professional staff consists of a highly experienced team that believes in white glove service. They have worked together for years and understand the premium value our clients place in responsive and customized staff interaction. They live and breathe our team’s internal motto: Do the right thing, the right way, right away.
Check the background of your financial professional on FINRA’s BrokerCheck.