Principal
CurrentWHO ARE WEWe are a boutique wealth management firm counseling business owners and executives, independent women, endowments and foundations.OUR MISSIONOur mission is to provide the essential coaching and guidance for our family, friends and clients to accomplish the things in life that are truly important to them. We will provide this guidance with integrity, honesty and, above all else, great personal care. The true benefit to our clients is found in the confidence they have in achieving their personal, professional and financial goals.OUR VALUEWhen you choose to work with Professional Wealth Advisors, you are choosing to work, not with an individual advisor or a group of advisors, but with a team of professionals: planners, advisors and client assistants, who care absolutely about you and your success. We do not work with customers or clients, we help people. People who trust us with the hopes and dreams for their future, and the futures of those they care for most. We work to help them design and implement their life’s plan.INVESTMENT PHILOSOPHYAs founding members of an independent advisory firm it is our pursuit to change the way people think about investing.We believe that markets are efficient – They work. We understand that over time equities outperform fixed income, small companies outperform large companies, and value companies outperform growth companies.What this means to our clients is we focus on the factors that we can control:• A disciplined approach using a diversified asset allocation with low expenses and minimal taxes.• Faith that capital markets are efficient and the great companies around the world will continue to grow and expand.• Patience to tune out the daily economic and financial media and stay the course.The real advantage comes in the certainty that you are getting your fair share of the market return based on the risk you are willing to bear.
