We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Personalized Financial Services
As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.Investment accounts, Retirement plans, 401k, IRAs, 529s, Charitable giving and Trust management are all part of helping build protect your legacy.
It only takes one Big Mistake to erase decades of saving, investing and planning. Ever heard the term penny wise and pound foolish? Is your investment portfolio picking up pennies in front of a steamroller? You know a stitch in time saves nine, same concept with financial plans. There are many examples of the Big Mistake but a few of the major mistakes can be found by clicking below.
At it's simplest, investing is saving - a boring, slow, marathon process. If you want excitement go to Las Vegas and put your money on black. When it comes to Wealth Management PCWM subscribes to the principle of detailed, specific plans built with goals and benchmarks. We don't trade, buy and sell for the excitement. Don't just do something, sit there. Get advice, build a plan.
Rising education costs require a forward-thinking plan. The professionals at PCWM can help you prepare for one of life’s biggest investments. Advanced Financial Planning tools and a variety of educational IRA, 529 and/or UTMA/UGMA accounts will allow you to build funds for your children's education and help them launch a career.
Managing your company’s 401k program can seem complicated, but the professionals at PCWM can help make it easier. Our benefit strategies will help leave your employees in good standing. We also are experts in IRA & 401k rollovers & funding.
MOST FIRMS MANAGE MONEY. WE MANAGE PEOPLE.
ANYONE WILL MANAGE YOUR MONEY. WHO’S MANAGING YOU?