Wealthy individuals and families who don’t want to get lost in a large organization come to PRW for our hands-on, personalized, dedicated approach to wealth management. Our proprietary SWOP process offers a clear roadmap, and our implementation support, including our rigorous investment process, gives clients comfort knowing the most critical areas are covered and covered well.
Are we making strategic and informed decisions that will benefit our family both now and in the future?
Do our decisions align with our values and family goals?
Is there anything we should be talking about now, to plan more effectively for the future?
Client Relationship Summary: View and Download Form CRS 
Investment advisory services offered through PRW Wealth Management LLC. Securities offered through Lion Street Financial, LLC, member FINRA/SIPC (LSF). PRW and LSF are not affiliated. Life Insurance products offered through PRW Associates Insurance Agency, Inc. PRW does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.