who we areBoutique by Design.
Built for Dentists.
Your dedicated team.
A coordinated strategy.
Designed for dentists who want their financial life to work with precision, intention, and excellence.
Dental PlanningSpecialized Financial Planning
for Dental Professionals
Dentistry presents a unique combination of high income potential, significant debt, and business ownership complexity. We provide tailored guidance across the full dental career lifecycle, including student loan strategy, practice ownership, cashflow management, expansion considerations, and eventual transition or exit. Our role is to bring structure and foresight to decisions that carry long-term consequences for both practice and personal wealth.
catapult crownWhy Catapult Crown chose PWM Advisors as its exclusive financial planning partner
Catapult Crown with PWM Advisors because dentists need planning built around real clinical schedules, practice ownership complexity, and advanced tax considerations—not generic financial advice. PWM’s coordinated, analytics-driven approach integrates seamlessly with your existing CPAs, attorneys, lenders, and practice partners, ensuring every financial decision supports long-term success.
Why Catapult Crown Partnered with PWM Advisors?
PWM Advisors was chosen as Catapult Crown's exclusive financial planning partner because dentists deserve more than one-size-fits-all advice. Our planning frameworks, analytics, and service model were built around the realities of clinical schedules, practice ownership, staff management, and complex tax situations.
Next Steps for Catapult Crown Members
As the exclusive endorsed financial planning partner to Catapult Crown, PWM Advisors offers member dentists a customized discovery process and coordinated planning roadmap. Schedule an initial consultation to explore how a dedicated personal-CFO relationship can support your practice, your family, and your long-term goals.
serving the dental communityPWM Advisors is a boutique wealth advisory firm dedicated to serving the dental community with clarity, precision, and intention.
Our team brings together more than a century of combined experience helping dentists and professionals plan for, protect, and grow their wealth. Having spent the majority of our careers at one of the oldest trust companies in the United States, we were trained in delivering a high-net-worth, white-glove experience—and have deliberately brought that level of service to dentists who value structure and thoughtful guidance.
What was once reserved for the ultra-high-net-worth is now available through a high-touch, relationship-driven advisory model, free from the service compromises common at large institutions where attention is often dictated by account size.
Relationship-Driven Advice. Personal CFO Level Service.Selecting a wealth advisor is a meaningful decision. At PWM Advisors, it is never treated as transactional.
As your primary point of contact, your PWM Advisor acts as your Personal CFO,
coordinating all aspects of your financial life—from cash flow and planning decisions to long-term strategy. We work closely with you to define priorities, clarify goals, and provide holistic guidance that aligns your practice, personal finances, and future vision.
Our role is simple: reduce complexity, provide perspective, and help you make better decisions with confidence.
Investment Management, led by your personal CFOEvery PWM client works one-on-one with a dedicated Portfolio Manager—a differentiator that defines our firm.
We view this role as your personal Chief Investment Officer (CIO). Your Portfolio
Manager is responsible for designing and overseeing a custom investment strategy aligned with your goals, risk tolerance, and timeline—not a model portfolio.
Through disciplined asset allocation, ongoing oversight, and active risk management, we focus on navigating markets thoughtfully while minimizing the risk of falling short of your long-term objectives.
talk to usGet financial clarity designed for your dental career—not generic advice
You don’t need to have everything figured out. You just need a smarter starting point. Let’s talk about where you are and where you want to go—without pressure or sales tactics.