At PWA Financial, our goal is to assist our clients in obtaining their financial goals and objectives with strategic financial advice. The individual needs of our clients' investments are enhanced by our commitment to professional standards and ethical conduct.
PWA Financial believes that effective investment management starts with a comprehensive client profiling process designed to clearly identify each individual's goals, time horizon, tolerance for risk and prior investment experience.PWA Financial incorporates the traditional "Modern Portfolio Theory" of Asset Allocation and the Efficient Frontier in executing each client's investment policy.
PWA Financial believes that effective investment management starts with a comprehensive client profiling process designed to clearly identify each individual's goals, time horizon, tolerance for risk and prior investment experience.PWA Financial incorporates the traditional "Modern Portfolio Theory" of Asset Allocation and the Efficient Frontier in executing each client's investment policy.
Services
PWA Financial is organized in the state of Pennsylvania. PWA Financial is a financial advisory services firm located in the Newtown-Yardley area of Lower Bucks County Pennsylvania offering investment management and strategic planning services for moderate to high net worth individuals, their families, and their businesses throughout the Delaware Valley.
Since 1995, Mike has specialized in portfolio management, strategic investment and retirement planning. He has run an opportunistic, value-oriented equity portfolio since 1998. Prior to forming PWA Financial Mike was with a private investment firm as a member of the Investment Committee for 7 years and with Wachovia/Prudential Securities as Vice President of Investments for 11 years before that.
PWA Financial is comprised of experts that maintain a fiduciary relationship with their clients. As fiduciaries, your needs will always come before our own, and we will always act in your best interest. Our incentives are aligned with your needs, so that you can receive the best possible service. Compensation comes from only one source: you, our client.
Preparing and planning for when you are no longer here is a very difficult conversation. As your trusted advisor, we find it very helpful to our clients' families and loved ones that we help you get organized now. But what is it?
People draw up estate plans and documents which are critical pieces in planning, but there is often a missing part of planning where we forget to educate the special people in our life where to get access to, understand and how to make sense of the financial details in your life.Well, it might very well be an actual physical file that houses all of the important information that your family would need if something happens to you.
People draw up estate plans and documents which are critical pieces in planning, but there is often a missing part of planning where we forget to educate the special people in our life where to get access to, understand and how to make sense of the financial details in your life.Well, it might very well be an actual physical file that houses all of the important information that your family would need if something happens to you.
At PWA, we understand that your retirement will take you many places, some expected and some unexpected. Surely there will be twists and turns throughout retirement. We are here to partner with you and have a relationship with you. We will help you build a plan, monitor your plan and adjust your plan.
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