MAKING PRIVATE PERSONAL
The independent services of the PWS Team are key in creating trustworthy partnerships with their private clients.
Key Facts
- One of the two foundations on which we grow our company
- Unique independent position in the industry
- Wealth management solutions ranging from estate planning to tax services
Thoughtful and honest
Being discrete is a big part of wealth management services. For our PWS colleagues, however, this does not mean they are our clients' yes-men (or yes-women). Their value lies in honest and transparent services that truly help their clients. PWS team members are accommodating, honest, and have a long-term vision to best serve their clients' interests.