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"No sales pitch. No obligation. Just a conversation about whether we're the right fit."

If Any of This Sounds Familiar, You're Not Alone

You have a financial advisor. Maybe two. Maybe three. But something still feels off. Your tax person doesn't talk to your investment person. Your estate attorney hasn't seen your portfolio in years. And nobody is looking at the full picture.

• "I sold my business for $12M and I have no idea what to do next." The liquidity event was exciting. The tax bill was terrifying. And every advisor in town started calling.
• "I have three advisors and none of them talk to each other." One manages your 401(k). Another handles your brokerage account. A third sold you a life insurance policy. Nobody coordinates.
• "My advisor left the firm and I got reassigned to someone I've never met." You built a relationship. They moved on. Now you're starting over.
• "I don't know if my advisor is actually a fiduciary." They say they "act in your best interest." But they also earn commissions on the products they recommend.
• "I feel ignored unless I have a problem." You only hear from your advisor when markets drop. No proactive planning. Just radio silence and quarterly PDFs.

The common thread? You've built real wealth. But you don't feel like anyone is truly managing it.

One Fiduciary Team. Every Financial Discipline. Under One Roof.

Most advisory firms do one thing: manage your investments. Maybe they'll refer you to a tax person. But you're the one connecting all the dots. PWMA is different.

Coordinated Planning

Your investments, your taxes, your estate, and your insurance all talk to each other. One team sees the full picture. No more chasing three advisors for one answer.

Fee-Only. No Commissions. Ever.

We don't sell products. We don't earn commissions. We don't get kickbacks from funds. Our only revenue is the fee you pay us.

Built for Complexity

Business sales. IPO stock. Concentrated positions. Multi-generational wealth. If your situation is complicated, we specialize in it.

M&A Advisory

If you're a business owner thinking about selling, PWMA has an entire M&A advisory practice. We handle the sale, the tax planning, and the wealth management together. One team. One conversation.

The Team Behind Your Wealth

George P. Webb, CEO: Kellogg MBA. 30+ years. Former roles at Nuveen, Fidelity, Northern Trust, and State Street.

CIO: Managed a 4-star Morningstar-rated fund. Institutional-grade research for every client.

The Broader Team: 14 professionals. Multiple CFAs, CFPs, PhDs. 90+ years of combined advisory experience.

Here's Exactly What Happens in Your 15-Minute Strategy Session

This is not a sales pitch. It's a conversation to see if we can help.

Step 1: You Tell Us What's on Your Mind (5 Minutes)

What's keeping you up at night financially? A recent business sale? Concerns about your current advisor? We listen. No judgment. No jargon.

Step 2: We Share Our Honest Assessment (5 Minutes)

Based on what you share, we'll tell you what we see. If there's a gap, we'll point it out. If everything looks solid, we'll tell you that too.

Step 3: We Decide Together If There's a Next Step (5 Minutes)

If it makes sense to continue, we'll schedule a deeper review. If not, you'll leave with at least one actionable insight. Either way, you win.

Common Questions

How is PWMA different from my current advisor?

We are 100% independent and fee-only. No proprietary products. No sales targets. And because we house wealth management, tax planning, estate coordination, and M&A advisory under one roof, you get one team managing the full picture.

What does "fee-only fiduciary" actually mean?

We are legally required to act in your best interest at all times. The only money we earn comes from the advisory fee you pay us. No commissions. No referral fees. Your interests and ours are aligned.

What's your minimum account size?

We work best with $2M+ in investable assets. That said, if your situation is complex (recent business sale, large inheritance), we're happy to have a conversation regardless.

I already have an advisor. Why would I switch?

You might not need to. Some people come to us for a second opinion and realize their current advisor is doing a great job. But if you're feeling ignored or confused by your fees, 15 minutes can bring a lot of clarity.

Your Wealth Is Too Important for "Good Enough"

You didn't build what you have by accepting average results. Your financial plan should meet the same standard.

350+ families trust PWMA to manage $475M+ in assets. Ranked #15 nationally. Fee-only. 100% independent. One team. Your team.

"No sales pitch. No obligation. Just straight answers from a senior advisor."