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PWA Blog
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A Guide to Equitable Asset Division in Divorce
Divorce can be a challenging and emotionally charged process, especially when it comes to dividing assets. In this blog, we will navigate the complex landscape
4 Effective Strategies to Make Your Divorce Settlement Last
Going through a divorce can be an incredibly emotionally challenging experience, as it involves untangling not just the legal and financial aspects but also the
How Are Annuities Divided in a Divorce?
Here’s what you need to know about dividing up annuities during a divorce. Assessing the Worth of the Annuity Before you discuss the division of
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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.