A complete list of active advisors currently associated with PWR Financial Services

Warmer can help you find a great advisor at PWR Financial Services or one who fits your needs even better.

PWR Financial Services provides investment advisory services exclusively to high-net-worth individuals, offering individual portfolio management as well as manager-of-managers and third-party money manager selection and monitoring. The firm develops a Personal Investment Policy Statement for each client and provides ongoing reporting and periodic reviews of accounts. The firm predominantly manages client assets on a non-discretionary basis: its brochure discloses $76,615,309 of client assets managed non-discretionarily and no discretionary assets as of 12/31/2021, and it obtains client approval before executing transactions. PWR Financial Services emphasizes due diligence on third‑party managers, asset allocation, and uses technical, quantitative and qualitative analysis and a long‑term purchase orientation where appropriate. Noteworthy distinctions include its operating model of managing managers rather than exercising day‑to‑day trading discretion or voting client proxies, and its lack of other financial industry affiliations or performance‑based fees as disclosed in the brochure. The firm also serves a small client base with a small advisory team, resulting in relatively few accounts carrying a substantial amount of assets overseen through third‑party managers.

To learn more about the advisors currently working at PWR Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.