Broker Check
Institutional-Level Benefits. Boutique Advisory.<br/>Dental-Focused Strategy.

Institutional-Level Benefits. Boutique Advisory.
Dental-Focused Strategy.

PWM Advisors delivers a fully integrated employee benefits and human capital strategy by combining national PEO buying power, Crown Catapult dental network access, and direct strategic coaching from our advisory team. Growing practices gain enterprise-level HR infrastructure — without building it internally.

Integrated Benefits & HR Platform

  • Medical, Dental, Vision, Life & Disability Programs
  • 401(k) Coordination & Retirement Plan Oversight
  • COBRA, ACA, Section 125 & 5500 Compliance Administration
  • Payroll, Tax Reporting & GL Integration
  • Workers’ Compensation & Unemployment Claims Management
  • Employee Onboarding, Eligibility & EAP Support

Dental-Specific Strategic Advisory

  • Compensation Benchmarking & Associate Structuring
  • Equity & Ownership Planning
  • Succession & Partnership Design
  • Retirement Plan Optimization for Practice Owners
  • Executive Compensation & Wealth Integration

Ideal For

  • Growing Dental Groups (5–75 Employees)
  • Multi-Location Practices
  • Founder-Led Practices Scaling Operations
  • DSOs Seeking Streamlined HR Infrastructure

The Outcome

  • Institutional-Quality Benefits
  • Reduced Administrative Burden
  • Lower Compliance Risk
  • Improved Employee Retention
  • Strategic Financial Alignment for Ownership

Talk To UsSchedule Your Complimentary Review


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