Who We Work With

Individual | Business | Professional

We work with a diverse cross-section of clients

The happy family enjoying time together after having PWS handle retirement planning

Individuals & Families

They say the best time to plant a tree is 20 years ago, and the second best time is today. We can’t go back 20 years and change your financial landscape. But we can look at where you are now and where you want to be 20 years from now financially… and start planting the right seeds. We will work with you to improve your financial situation whether you are hoping to retire soon, are already retired or still have a row to hoe.

Don't worry about personal financial planning, spend time with your family

Business Owners

Most business owners understand a simple fact: Your business is you. And you may not be alone. You may have a family, employees, colleagues and others who depend on you. Whether you have been in business for 20 years or 20 minutes… Whether your collar is white or blue… Chances are you are great at what you do.

Allow us to use our resources and experience to help you plan for your own financial security and the security of your family, colleagues and employees. While others are depending on you, know that you can depend on us…

Financial Professionals

Many financial professionals entrust us with advising their clients in areas of estate planning, business succession planning, key person protection and risk management. We are respectful of existing professional relationships, and often find that we are able to supplement the good work of other financial professionals for the benefit of their clients.

If you have any questions about your existing financial situation, want to figure out what questions you should or could be asking, or are a financial professional seeking assistance with a unique situation, we should START THE CONVERSATION.

Let's Get to Work!