At PPW we do not work in a vacuum and realize that long term success requires a group effort.  In order to integrate all aspects of your financial picture, we work hand in hand with your other advisors, like your CPA or your estate planning attorney.  Our one-stop practice and our close professional connections enable us to be highly responsive. We can provide you with a loan answer within a few days, email you an analysis of a potential real estate purchase, send you a speedy referral to a CPA or estate planning attorney, re-design and turbocharge your 401(k) plan and point you toward what we believe are excellent 529 providers, credit card providers and corporate trustees.

  • Estate planning attorneys
  • Real Estate Brokers
  • Trust companies
  • CPAs
  • Commercial Banks
  • Residential Mortgages
  • 401(k) Record Keepers