PW Advisers has organized its practice to best suit the needs of endowment funds, small company profit sharing plans and high net worth individuals and trusts. While each of these types of clients has their specific needs, their commonalities are characterized by:
We are not a financial planning firm and do not provide the full range of services that an individual might need for retirement (such as estate planning and insurance). We work alongside our client's accountants and legal advisers.
