Inspired by the desire to build a superior financial services organization, the firm has earned the reputation as a well respected boutique-style financial firm that consistently exceeds the expectations of its clients. PWMG provides robust suite of sophisticated personnel and corporate financial solutions delivered by knowledgeable and trusted professionals. More than merely investment counseling, financial services, estate planning or any single service product, PWMG offers guidance and tools that protect and enhance client’s financial security. Additionally, clients benefit from true “concierge-type” financial services exclusively designed to serve their individual needs.

PWMG assesses from the complete universe of investment tools and managers to build the optimal portfolio with careful consideration of risk tolerance, investment objectives, income and liquidity.