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We work closely with our clients to build plans, advise through important financial decisions and deliver high-quality service while never forgetting the focus of our relationship together: for wealth to bring enrichment, confidence, meaning, and satisfaction to the people and initiatives that are important to you. 

Learn more about our Private Client Services:


Wealth Management Clients for whom we manage more than $3 million are part of our enhanced offering called Concierge Wealth.  Learn More


Clients with between $500,000 and $3 million receive PP&W's Wealth Management Service, which is a combination of financial planning and investment management.  Learn More


Clients in the "accumulation phase" of life, working with less than $500,000 of investable assets, are served through our Emerging Wealth offering.  Learn More