Marketing & Communications Specialist Connie designs many of our marketing materials, oversees client communications and organizes and publicizes client events. …

Director of Operations Rebecca supervises all aspects of daily operations, bookkeeping and manages client service at PWM. Prior to joining …

MANAGING PARTNER ACCREDITED WEALTH MANAGEMENT ADVISOR℠ CERTIFIED FINANCIAL PLANNER™ CERTIFIED INVESTMENT MANAGEMENT ANALYST® As founder and Managing Partner, William J. …