Leaning on more than a century's worth of combined experience in helping clients define, plan for, and achieve what matters most to them in their financial lives, we have all come together to deliver the high-end, high-touch boutique feel to wealth management that has commonly been an offering available to the ultra-high net worth alone. Having spent the majority of our careers at one of the oldest trust companies in the United States, we have mastered the intricacies of delivering the high-net-worth, white glove experience and pride ourselves on being able to afford that premier level of service to all of our clients. This lies in stark contrast to some of the larger firms out there today where service level has evolved into a profitability-based decision.
Your engagement of a Wealth Advisor is not an undertaking we view lightly, nor is the importance of your comfort level and confidence in our abilities in helping you achieve financial security. As your primary point of contact, the role of our relationship management team and our Wealth Advisor specifically, is to assist in identifying your needs, aid in the development of your goals, and provide holistic guidance on every facet of your overall wealth management strategy.
Managing Your Investments
One of our main differentiating factors at PWM Advisors when viewed in comparison to other wealth management firms on the street is that every single one of our clients is afforded the opportunity to work one-on-one with a dedicated Portfolio Manager. This role is one we liken to you having your own personal CIO, or Chief Investment Officer. As such, your Portfolio Manager is responsible for helping develop and maintain an understanding of your strategic objectives and unique needs in order to successfully, and prudently, allocate your assets across the financial markets. Your Portfolio Manager will also provide on-going oversight of your assets with the goal of minimizing shortfall of success by navigating the markets on your behalf throughout the life of your financial plan.