We enjoy taking on new clients, and we are certainly accepting new relationships, while working to make sure we maintain the high standards that our current clients have come to love.
To provide the best advice and service to our clients, we believe it is important to limit the clients we serve to those who have a minimum asset level of $750,000. Exceptions to the minimum are typically made only for households referred to us or that are substantial savers.

Yes – we serve under a fiduciary obligation to our clients when providing financial advice. This means we must put your interests ahead of our own in our financial planning, wealth management, and corporate retirement plan work for you.

A primary tenet of PP&W is that our professionals are credentialed, primarily Certified Financial Planner® Professionals, as well as Certified Plan Fiduciary Advisors® for our corporate retirement plan clients. Our other qualifications include nearly 3 decades of experience in financial planning and wealth management to busy, successful families and companies.

We enjoy taking on new clients, and we are certainly accepting new relationships, while working to make sure we maintain the high standards that our current clients have come to love (and we hope you will too!). To provide the best advice and service to our clients, we believe it is important to limit the clients we serve to those who have a minimum asset level of $750,000. Exceptions to the minimum are typically made only for households referred to us or that are substantial savers.

No, we do not.  You may search any advisor that you’re considering working with at https://adviserinfo.sec.gov/ and/or https://brokercheck.finra.org/.