Broker Check

The PWA Advantage

Personal Service

We take the time to learn what makes your business successful, what challenges you are facing, and how we can help. Our firm believes in establishing strong professional relationships with retirement plan sponsors and participants to ensure the plan has a foundation for long-term success. We customize our services and offerings to meet the unique needs and targeted outcomes of your plan. Our advisors work with you every step of the way answering questions, performing due diligence, and providing prudent advice applicable to your retirement plan. We also work with plan participants on an individual level to understand their personal situation and assist them towards becoming retirement ready.

Dedication

We are passionate about planning for retirement and are dedicated to helping participants enhance their financial wellness and reach their personal retirement goals. We believe participant engagement and education is the foundation for successful retirement plan outcomes. Our customized communication and content delivery strategies for each plan aim to provide the most meaningful and effective delivery of retirement plan education. Over time we develop lasting relationships with plan participants providing prudent advice and guidance during their journey towards retirement readiness.

Specialization

Our firm specializes in providing fiduciary advisory services to plan sponsors, which means you are getting advice from a fiduciary expert dedicated to excellence regarding retirement plan regulations, features, and trends. Our advisors specialize in fiduciary advisory services for retirement plan sponsors and implementing and delivering customized financial education programs to plan participants. Advisors at our firm hold a variety of industry designations and certifications including Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), and Chartered Financial Consultant (ChFC).

Prudent Process

Our advisors use an established prudent oversight process to organize, formalize, implement, and monitor retirement plans requiring a fiduciary standard of care. We strive to make document review, investment monitoring, and participant education effective and efficient, and are always looking for ways to add value. Our processes aim to simplify administration and oversight for the plan sponsor and ensure all fiduciary obligations are being met.

Independence

We are an independent firm, which means we avoid conflicts of interest and only provide advisory services focused on generating outcomes that are in the best interest of you, the plan sponsor. Our advisors advocate for retirement plan sponsors and participants by proactively identifying and responding to the client needs while focusing on delivering outcomes in the best interest of the plan and its participants.