The founders at PRW have worked together for many decades and have hand-selected a team of seasoned, expert professionals. Everyone on the PRW team has a specialty in a particular discipline, and each team member continues to hone their craft on an ongoing basis. The team enjoys the challenges clients bring. If something isn’t resident in-house, they will seek to find answers externally. The best part for the client is that PRW operates with a single voice saying – “here is the consolidated view” presented to the client. Learn more about each member of our team and then please speak with us about your unique challenges and needs.
Principal and Co-Founder
Principal and Co-Founder
Partner and Chief Investment Officer
Estate and Wealth Management Counsel
Director – Advanced Planning
Client Services Manager
Director – Finance and Operations
Senior Wealth Advisor
Senior Client Service Specialist
Senior Executive Assistant
Senior Support Advisor
Business Development Officer