PWM Staff

Welcome to the PWM Blog and to our new website!

So you are fortunate enough to have achieved wealth and financial security—now what?


Many of us can recall a time in our life when we thought: "if only I were wealthy, all of my problems would be solved! " Now, having achieved financial security, we realize that managing wealth comes with its own set of problems. Investment opportunities and services are numerous, and can be complicated, and we certainly don't want to put our security in jeopardy by taking undue risks. Moreover, we are increasingly aware that our wealth can also impact the lives of others, if managed properly. Finally, wealth management might feel like a burden, rather than providing the freedom to spend our time as we wish.

PWM Private Wealth Counsel is the solution to these problems, providing a full range of financial services including investment management, risk management, and tax and accounting services tailored especially for high net worth individuals and families. Our clients can access these services either individually, or holistically, to form a comprehensive financial plan. Having achieved the highest levels of professionalism in a very competitive industry, PWM Private Wealth Counsel understands the challenges of managing wealth, and knows the benefit of working with true experts.

Our Blog will provide you will daily market commentary, weekly educational content with regards to wealth management, financial planning, tax strategies, and lifestyle. We hope to see you here often!

Kevin, Kevin & Team