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  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Regulatory

PWA Financial Regulatory Information

  • Privacy Statement
  • ADV Part 2A
  • ADV Part 2B Christopher McNesby
  • ADV Part 2B John Whitehead
  • ADV Part 2B Kenneth C. Coniglio
  • ADV Part 2B Michael D. Carlucci
  • ADV Part 2B Brian Henrysen
  • ADV Part 2B Mike Smith
  • ADV Part 3 Form CRS
  • NJ Investor Protection
  • Fiduciary Statement
  • PCS Form CRS
  • Wrap Fee Brochure

Office

201 South State Street, Suite 1A

Newtown, PA 18940

Contact Info

pwateam@pwafinancial.com
P: (215) 710-0737
F: (877) 576-7242
TF: (877) 576-4248

   

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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

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