Our Services

Investment Approach

Our investment philosophy is client-focused. We call it, Discover, Recommend, Initiate, & Support, and from your very first meeting with a PRWM advisor, you’ll find we’re committed to your financial plan completely.

Discover

Our first step is to learn about you – your lifestyle, financial needs, and comfort level and relationship with investing. In the Discover phase, we’ll determine your investment and financial goals, and devise a strategy to work towards them.

Recommend

Next, we’ll formulate and recommend a personalized plan to help you address your goals. Based on the information you provide, we’ll align your assets with the appropriate investment vehicles. Your advisor will offer an estimated investment outcome, discuss possible variables, and provide you with a clear picture of how and where your assets can be distributed.

Initiate

When you are comfortable with your investment plan, your advisor will put it into action. Existing assets and/or new opportunities (that you and your advisor have identified together) will be aligned with the plan. Rest assured, all of the resources you need to invest your assets are available through PRWM.

Support

As part of maintaining and monitoring your assets, we’ll schedule meetings with you to evaluate your investments. We’ll stay in communication to ensure you know what’s happening with your account. Of course, as life changes, your financial priorities can shift as well. So, we’ll periodically check in with you to make sure your investment goals and priorities are still in line with your life goals. We can make adjustments to your plan to align with any changes.