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pwateam@pwafinancial.com

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Newtown PA 18940

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through PWA Financial, a Registered Investment Advisor. Private Client Services and PWA Financial are unaffiliated entities. Our advisors are Securities Registered in the follow states: PA, FL, NJ, TX, DE, NY, AZ