We love helping people achieve their financial goals and welcome the opportunity to connect with new individuals and families to see if we are a good fit. If we’re not a match or timing is not right, we will help set you on the right path. Typically, our clients have at least $1 million of investable assets or are on a trajectory to get there soon after coming on board.

We partner with the leading custodian in the industry: Charles Schwab. You’ll have the ability to access your accounts 24/7 with Schwab’s technology leading website and online tools.

Unequivocally, yes. We believe there is no other way to provide financial and investment advice other than by always putting our clients’ best interests first.

Our fees are based on the industry standard percentage of assets under management (AUM) model. Fees are billed quarterly, debited directly from your investment accounts and will vary depending on the relationship size and complexity of your situation. For a select number of Entrepreneur & Business Owner clients, we do offer a retainer fee arrangement to help them through pre-transaction & estate planning, prior to a liquidity event.​​

Sleep well knowing your assets are protected against losses due to unauthorized activity. Please see the links below detailing how Schwab protects your assets along with their Security Guarantee. As an extra layer of protection, PPW also has its own Cyber insurance. schwab.com/legal/account-protection schwab.com/schwabsafe/security-guarantee