PWM was founded in 2008 right in the middle of the financial crisis, when nearly 2 million small businesses across the country were closing their doors. It wasn't the easiest time to start something new, but that moment made our purpose crystal clear: people needed advisors they could truly be confident in, free from the conflicts and proprietary pressures that had contributed to the crisis.

 PWM was built to be independent from day one. No parent company, proprietary products, no one dictating recommendations - just a straightforward commitment to our clients’ best interests. PWM was forged on a fiduciary mindset, embracing the "fiduciary rule" nearly a decade before it became law in 2016. We believed then, as we believe now, that is simply the right way to care for our clients’ financial wellbeing.

 What started nearly 2 decades ago as a team of 2 managing $25 million has grown into 13 dedicated professionals across three affiliate offices, now managing over $600 million. We are proud of the growth, but what we are most proud of are the relationships we have built.