Principal
Since 1995, Mike has specialized in portfolio management, strategic investment and retirement planning. He has run an...
01. About Us
At PWA Financial, our goal is to assist our clients in obtaining their financial goals and objectives with strategic financial advice. The individual needs of our clients’ investments are enhanced by our commitment to professional standards and ethical conduct.
02. Our Philosophy
PWA Financial believes that effective investment management starts with a comprehensive client profiling process designed to clearly identify each individual’s goals, time horizon, tolerance for risk and prior investment experience.
03. Our Process
PWA Financial incorporates the traditional “Modern Portfolio Theory” of Asset Allocation and the Efficient Frontier in executing each client’s investment policy.
Our Services
Legacy
Preparing and planning for when you are no longer here is a very difficult conversation. At PWA, we find it very helpful to our clients’ families and loved ones that we help you get organized now.
Retirement Planning
At PWA, we understand that your retirement will take you many places. We're here to help you with your financial choices, so you can live the retirement you have earned.
Investment Supervisory Services
PWA offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client.
