PWMG professionals work with clients and their legal advisers to establish the correct structure for each situation.

Our clients need not to be concerned about the conflicts of interest that many corporate trustees juggle today, as PWMG applies its fiduciary responsibilities differently. We conduct business with the surviving entity with the same unbiased approach as we do with our primary clients. This unique approach truly sets PWMG apart from other corporate trustees.

PWMG provides its clients an experience with unbiased investment advice and a variety of wealth management services tailored specifically to the high net worth marketplace, with particular expertise on goal-based planning, portfolio construction, alternative investments, concentrated wealth strategies and performance reporting.  Our comprehensive platform of Wealth Management Services includes:

• FINANCIAL PLANNING
• ASSET MANAGEMENT
• INVESTMENTS
• TRUST CONSULTING SERVICES
• BUSINESS AND SUCCESSION PLANNING
• RETIREMENT PLANNING
• ESTATE SETTLEMENT SERVICES
• RISK MANAGEMENT
• PREMIUM FINANCING
• INSTITUTIONAL SERVICES