Blogs + More
PWA Blog
Keep up to date on topics that impact your life and your world.
What Your Money Habits Reveal About You
Money is powerful. But ultimately, it is a tool – one that can reflect not only our fears and habits, but also our purpose, priorities, and hopes for the future.
Why Diversification Sometimes Feels Uncomfortable
Long-term investing is rarely improved by chasing recent winners.
Friendships in Retirement: Why Some Fade—and How to Build Meaningful New Ones
This is your opportunity to understand your financial reality before retirement begins—not after.
PWA Videos
Stay in the know about the issues that matter most to you.
Reframing Your Past
Divorce can feel overwhelming, but it can also lead to a stronger, more confident version of yourself. Reframing your past with gratitude and forgiveness may help shape how you move forward.
You Didn’t Lose Everything
Divorce brings emotional and personal challenges that can make the future feel unclear. Yet within that difficulty, many people discover a deeper resilience. With time, that inner strength begins to guide decisions, restore confidence, and open the door to a new sense of possibility.
Start with Clarity
Divorce is overwhelming. Emotions run high, decisions can feel urgent, and it’s difficult to think clearly. Taking time to understand your financial picture and focus on what matters most for your future can provide perspective during a challenging time. Greater clarity can support more informed decision-making as you move forward.
Our Holistic Approach to Wealth
Many people equate financial planning with investing. Though the two go together, the practice of investing reflects only a small segment of you and your long-term financial situation.
Similarly, we view financial wealth as just one segment of your total wealth which includes your natural, cultural, spiritual, and financial capital. Our goal is to help you to discover a greater purpose for your financial wealth as it relates to your total wealth, and then to translate that purpose into a financial plan.
Planning for financial health and well-being is a constantly evolving task. To accommodate the ever changing nature of ourselves and our world, our personalized plans are built to adapt and pivot as life unfolds.
As financial professionals, our partnership with Raymond James, one of the largest broker-dealers in the country, allows us access to some of the most robust, up-to-date research in the industry. And our constantly evolving commitment to our clients frankly never ends.
