PWA Financial Email Format
Financial ServicesPennsylvania, United States2-10 Employees
PWA Financial is a financial services company based in Yardley, Pennsylvania, founded in January 2013 by Michael D. Carlucci and Kenneth C. Coniglio. The firm emphasizes providing financial services while adhering to traditional Modern Portfolio Theory principles, indicating a focus on established investment concepts. It serves clients seeking standard investment guidance and portfolio management rooted in classical theory. Located in Pennsylvania, the company operates with a small team and positions itself within the financial services industry as a practitioner oriented toward conventional asset allocation and risk management approaches. A recent development noted is the company’s ongoing operation from its Newtown-area base, reflecting its regional presence in the mid-Atlantic financial services landscape.