PWA Wealth Management

Financial ServicesPennsylvania, United States11-50 Employees

RAISE YOUR EXPECTATIONS

PWA Wealth Management is on a mission to set the bar across the financial services industry by facilitating financial freedom events for individuals, families, businesses, and institutions. We serve as a single source of trust by integrating the full continuum of wealth management services:

Wealth Planning;
Investment Management;
Tax Mitigation; 
Insurance and Asset Protection Strategies; and
Trust and Estate Planning. 

PWA believes the success of holistic wealth management is anchored in the wisdom of the Roman philosopher, Senaca:

Luck occurs when preparation meets opportunity.

We assist clients in creating their own luck by leading them to the intersection of “Preparation & Opportunity” through the collaborative design and implementation of a financial GPS (Goal Policy Statement). Our comprehensive process yields a custom roadmap for the potential fulfilment of goals and aspirations over a lifetime.

As a complement to the GPS, PWA furnishes every client with a personal financial hub: myQuest. An iron-clad secure website, myQuest provides clients with a Quantitative Understanding of Everything, yielding Stability and Trust.

Recognizing the benefits of starting early, PWA is committed to helping launch millennials onto a path toward financial freedom. Our Wealth Advisors work with young professionals so that they may acquire good judgment and habits in financial matters now, yielding longer-term benefits. Additionally, we have partnered with our local PBS station (WQED) to produce webisodes that address the building blocks of financial freedom.

Providing exquisite care at an exceptional value. Treating each client as though they were our only client. Sharing our financial knowledge with public. These are just a few examples of how PWA is raising expectations. Contact us for more!

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