Extended Professional Network

At PWM, we believe that a collaborative support network is integral to the financial planning process.  As such, we receive no compensation from our extended network of professionals, and maintain these relationships solely for the benefit of our clients.*

  • Matrimonial Law
  • Contract Review
  • Business Valuation
  • Wills, Trusts & Estates
  • Private Litigation
  • Healthcare & Medicare Consulting
  • Insurance Brokerage
  • Employee Benefits
  • Long Term Care
  • Health Savings Accounts
  • Mortgage Origination
  • Mortgage Loans
  • Home Equity Loans
  • Personal & Auto Loans
  • Reviews & Compilations
  • Bookkeeping
  • Financial Statements
  • Tax Planning & Preparation
  • Estate & Trust Tax Preparation

* The client is under no obligation to engage the services of any such recommended professional.  The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation from the Firm.  The Firm maintains these relationships strictly for the benefit of the client and does not receive compensation from these business relationships.