How We're Different

Many financial advisors simply focus on investments. Although we certainly build versatile  portfolios for physicians, that is just a small piece of the puzzle.

The real power of what we do here at PWS comes from stepping back and viewing the puzzle as a whole. Just as one-piece wouldn’t show you the entire picture, investments alone won’t permit you to live by design. It is the integration of investments and planning through a variety of refined and united solutions built specifically for you that helps to give our clients their financial freedom.