Broker Check

Our FirmYour Personal CFO

At PWM Advisors, we serve as your Personal CFO — delivering integrated wealth strategy, disciplined investment management, and long-term financial planning through a single fiduciary advisory relationship.

We advise a select group of families, executives, entrepreneurs, and real estate investors who understand that meaningful wealth introduces complexity — and that clarity, coordination, and discretion are essential to preserving and growing it.

We are not product-driven. We are not transaction-focused. We are relationship-driven and strategy-led.

Boutique by DesignInstitutional by Experience.

PWM Advisors was founded on the belief that the white-glove, high-touch experience traditionally reserved for ultra-high-net-worth families should be available to discerning clients earlier in their wealth journey.

Our team brings decades of combined experience from leading private banks and trust institutions. This institutional foundation allows us to deliver sophisticated portfolio construction, rigorous risk management, and disciplined financial planning — without the bureaucracy, conflicts, or scale-driven compromises of large firms.

  • Comprehensive discretionary investment management integrated with strategic financial planning.

  • A flat advisory relationship providing senior-level strategic oversight across investments, tax, estate, insurance, business decisions, and major capital events.

Institutional Platform & Custodial Strength

PWM Advisors operates under the Osaic umbrella, one of the nation’s largest independent wealth management networks. This affiliation provides regulatory oversight, operational infrastructure, and national scale — while allowing us to remain independent, relationship-driven, and client-focused.

Osaic at a Glance

  • Over 11,000 financial advisors nationwide
  • More than $700+ billion in assets under administration (AUA)
  • Presence in all 50 states
  • Over 2,500 home-office support staff
  • Multi-custodial, open-architecture platform

Pershing & BNY Mellon Strength*

  • Over $2.8 trillion in global client assets supported by Pershing
  • Part of BNY Mellon, founded in 1784
  • BNY Mellon is the world’s largest custodian bank with approximately
  • $55+ trillion in assets under custody and administration (AUC/A)

Open Architecture & Custom Portfolios

The majority of client assets at PWM Advisors are managed in discretionary, custom-built portfolios — structured around client objectives rather than proprietary products.


Portfolios may include fixed income and equity securities, third-party managers, structured notes, and retirement solutions, including 401(k) and HSA plans.

Fiduciary Transparency & Oversight

PWM Advisors operates under a fee-based fiduciary model. Compensation is clearly disclosed, aligned with long-term outcomes, and free from proprietary product incentives.


PWM Advisors does not custody client assets. Securities and investment advisory services are offered through Osaic Wealth, Inc., Member FINRA/SIPC.

Client assets are held with Pershing, a BNY Mellon company. Founded in 1939, Pershing is one of the industry’s longest-standing clearing and custody firms, supporting broker-dealers and RIAs globally. This custodial structure provides institutional safeguards, balance-sheet separation, robust risk oversight, and transparent reporting.

Talk To UsLet's talk about
what you're building

Whether you’re refining your financial strategy, reassessing your portfolio, or planning generational wealth, we’re here to guide you with clarity and straight answers—not sales scripts. Share a bit about your goals and challenges, and a member of our team will reach out with next steps tailored to your situation. It’s a conversation, not a commitment.