Investment Planning

At PWM, we believe your investment portfolio should be as unique as you are. That’s why we develop custom investment strategies to meet your needs and achieve your goals. We help you establish a diversified mix of investments that we believe will help maximize your long-term outcomes. We strive to strategically grow your portfolio while mitigating downside risk. We provide ongoing monitoring of your portfolio to help ensure it continues to meet your needs as your life and goals evolve over time. We also adjust for changing market, economic and legislative environments with a goal of maintaining an effective and tax-efficient asset allocation.

Financial Planning

We develop a comprehensive financial plan to help guide all aspects of your financial life. This plan takes into account your current financial situation, goals for the future and any particular challenges you may face along your journey toward financial independence.

Insurance & Risk Management

In today’s world, managing uncertainty in life and in business may pose more of a challenge than ever. Will your family be provided for should you become Injured, disabled or even experience a premature death?

Being able to continue to earn income to support your family to your fullest capability has never been more important. Our Advanced Design Unit (ADU) can help establish a very complex or simple mix of insurance and risk management plans to provide the protection you deserve.

Estate Planning & Wealth Transfer

We understand that your financial success is about more than accumulating assets during your lifetime; it’s also about providing a financial legacy for the people and causes that matter most to you. That’s why we work with your attorney to seamless integrate your estate planning and wealth transfer wishes into your overall financial plan.

Tax Efficiency

Professional athletes and corporate executives often face unique tax planning challenges, such as receiving compensation in multiple states, establishing residency, and fluctuations in income from year to year due to bonuses and endorsements.  PWM, along with your tax professional, help mitigate your tax liability by implementing a variety of tax planning strategies based on your particular financial situation.

Benefits Consulting

We are well versed in corporate sponsor benefit packages. Whether it is a 401k, Profit Sharing, Cash Balance Plan or some type of business succession plan, our ADU team will provide the best comprehensive mix of benefit options to meet your needs and allows you to plan for the future.

Charitable Giving

Many professional athletes, entrepreneurs and other high achievers are inspired to give back to the causes and organizations they’re passionate about. We help you develop charitable giving strategies to maximize your impact while minimizing your taxes. We partner with Danielle Pare Law, PLLC and Deloitte Tax LLP, or your preferred legal and tax professionals, to present a variety of solutions, that will help you determine the most impactful way to support the cause that matters to you and your family.