Broker Check

Personal Wealth Advising (PWA)

Through PWA our advisors provide wealth planning and investment advisory services. Through the PWA process we will develop a personalized portfolio and continual monitoring of your investments. In addition, we will meet annually to review and evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio.

Through the PWA process we will also assist with recommendations regarding allocations within your accounts and account aggregation of your accounts to simplify and reduce paperwork. In addition, we’ll evaluate your retirement income and distribution plan by analyzing your income needs, for now, and into the future as we strive to help you maintain your standard of living.

The PWA process - We not only focus on the individual but also the family. The transferring of assets to your Living Trust or other trusts, beneficiary reviews and asset titling, insurance and long-term care needs, as well as legacy education and guidance in the event of the death of a loved one.

The PWA process is truly personalized attention with in person one-on-one planning for your life events, independent advice and of course secure online access to your accounts and online planning tools.


Why and who should choose PWA? 

  • Clients who prefer personalized service and direct contact with an advisor.
  • Nearing or in the Retirement Income and Distribution phase of retirement.
  • Require advice beyond traditional portfolio management such as Long Term Care Insurance, Estate Planning, Income Planning or Educational Savings for children.

Contact us today to schedule a complimentary financial check-up with Derrick.