This complimentary quiz will uncover the truth.
Services
No two clients come to us with the same story—and we wouldn’t want them to. Your path, your priorities, your definition of success deserve more than the same old playbook. That’s why we look beyond assets and accounts. We consider what you’ve built, what you value, and where you’re headed. Then we design a strategy around you, not just your money.
They wanted to understand where I wanted to go with my life and my finances.
The testimonial(s) shown were provided by current clients of PWA. No compensation, cash or non-cash, was provided in exchange for these testimonials. The experiences described may not be representative of all clients, and past performance is not indicative of future results.
While other advisors often focus on one piece of your finances, we see the full picture and always know your next move. And we don’t just advise from the sidelines. We sit at the table with you, shoulder to shoulder, as your strategist. Here’s what you can expect from every service we offer:
We design smart, forward-looking strategies to help you keep more of what you earn. From Roth conversions to capital gains harvesting, we make sure timing works in your favor. As tax laws change, we stay a step ahead so you don’t have to. Every move is made with your bigger financial picture in mind.
We design smart, forward-looking strategies to help you keep more of what you earn. From Roth conversions to capital gains harvesting, we make sure timing works in your favor. As tax laws change, we stay a step ahead so you don’t have to. Every move is made with your bigger financial picture in mind.
We help you create a flexible, A-Z plan for your legacy so your wishes are honored and your family avoids unnecessary stress. Whether it’s trusts, charitable giving, or complex family dynamics, we’ve got the experience to guide you through it. Your estate plan should grow with you, not gather dust in a drawer.
Your portfolio should reflect your goals, not someone else’s template. We build with intention, using tax-aware strategies and real-world context to guide steady decisions even in choppy markets. Everything we do is geared toward making sure your money supports the life you want to live.
Your business is more than a job; it’s a major asset. We understand the complexities of business ownership and are here to help you plan through every phase, whether that’s growth, transition, or sale. Your business and personal finances should work together, not compete for your attention.
We build a plan to unlock the full value of your stock awards. That includes timing strategies to reduce tax risk, increase liquidity, and make the most of each opportunity. We guide you on when to hold, sell, or diversify—offering a clear, thoughtful path forward without any costly mistakes.
We help you get a real sense of what’s possible and how to get there. With a plan that balances living freely today while still being responsible about tomorrow, you can spend without second-guessing. It’s a shift from protecting what you have to enjoying what you’ve built—fully and on your terms.
| Capability | Perspective | Traditional Advisor | Investment Advisor |
|---|---|---|---|
| Advanced Tax Planning and Strategy | |||
| Equity and Exec Comp Expertise | |||
| Retirement Planning | |||
| In-house Estate Planning | |||
| Business Valuation and Exit Planning | |||
| Portfolio Strategy | |||
| Tax-Smart Investment Management | |||
| Real Estate Consulting | |||
| Optimize Personal 401k | |||
| True One-Stop Shop | |||
| In-house CPA Tax Prep | |||
| Time and Stress Outsourcing | |||
| Business and Career Advice |
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Services vary by firm. The comparison above reflects our experience with commonly offered services but may not apply to every advisor.
95% of people become ongoing clients after consult.
This figure is based on internal firm data for consults conducted between January 2025 and December 2025. Individual decisions to engage our firm vary based on personal circumstances. Past engagement rates are not indicative of future results and should not be construed as a guarantee of client experience.
