Our Difference Lies
In the Values We Adhere To
Fiduciary Perspective
As a fee-only advisor, we take time to learn and often develop your goals before designing an individually unique plan to help you achieve them.
Dedication to Transparency
You’ll find that we don’t sell products, but instead, develop solutions. And, with transparency in mind, we discuss what you can expect from our relationship, fees and more.
Retirement Focus
As you enter this new phase of your life, your financial strategy should evolve as well. From challenges to opportunities, you’ll need a partner in navigating the complexities.
What Can You Expect From Our Partnership?
It all starts with determining the right fit.
Discovery
At PCWM, we truly want to work with those who value our services and want to connect with us in return. That’s why we start by learning about you and answering your questions to get to know us better as well.
Data Gathering
Once we’ve mutually agreed to move forward, we will gather your last two years of taxes, financial statements, etc. to help determine where you’re at now and what steps to take next.
Plan Presentation & Onboarding
Our team will discuss the details of the plan we’ve designed, based on your goals, needs and overall financial vision. If you feel comfortable with our recommendations, we will fine-tune the details before onboarding you officially into our system.
Maintain Our Relationship
Over time, we will conduct quarterly meetings as well as an annual review to ensure that your plan not only stays on track but continues to meet your everchanging needs. Because our clients experience a full financial plan, we emphasize the importance of staying up to date with the goings-on in your life.
Ready To Get Started?
Your relationship begins with a Senior Wealth Manager, Wealth Advisor, and Portfolio Manager who are all dedicated to developing and instituting a custom and comprehensive plan to help reach your goals.