Individuals And Families

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.

Does your family ever wonder

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