Strategic Planning

Our proprietary approach of Discovery, Evaluation and Clear Implementation culminates in a customized Strategic Wealth Optimized Plan (SWOP). Clients rest easy knowing each piece of their financial picture is integrated into the whole, and their wealth management team understands and manages each aspect, often working with outside advisors to do so. Clients receive sophisticated, thoughtful, and personalized options to choose from, and PRW works collaboratively to implement the ideas. You have accumulated a substantial balance sheet. But more importantly, you have some meaningful objectives you want to see accomplished for you and your family in the years ahead. By engaging in our Strategic Wealth Optimization Planning process, we will develop a comprehensive, integrated plan that fully supports all of your goals. Your plan will not only be highly effective, but it will also be incredibly tax-efficient by marrying the right assets to the right strategies and structures. Wealth Management is about so much more than the decision to allocate to stocks, bonds, alternatives, and cash.

We look forward to working with you and your other advisors to build your Vision for the Future

Review of current resources, goals, and constraints

Assessment of progress towards planning objectives

Comprehensive strategic plan including resulting action items

Investment Commentary – Q1 2021

Dear Valued Client:   Ok, now rotate! Volleyball players recognize these instructions as those in front move to the back and vice versa. So it is in the investing..

1 September, 2022

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Investment Commentary – Q2 2021

Dear Valued Client:   Graduation season across the country this quarter launched a huge wave of students into new territory. Whether on to a new K-12 school , col..

1 September, 2022

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Investment Commentary – Q3 2021

Dear Valued Client:   Fall is in the air here in New England and stocks have done what they historically have done more often than not this time of year‐ Fall! ..

1 September, 2022

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Investment Commentary – Q4 2021

Dear Valued Client:   Congratulations to the class of 2022. As Cat Steven’s song goes, “Oh baby, baby it’s a wild world, it’s hard to get by just upon a s..

26 August, 2022

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Investment Commentary – Q2 2022

Dear Valued Client:   Congratulations to the class of 2022. As Cat Steven’s song goes, “Oh baby, baby it’s a wild world, it’s hard to get by just upon a s..

1 July, 2022

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Investment Commentary – Q1 2022

Dear Valued Client:   In this letter, we are going to talk about bonds. While we will get to the investment variety, we’ll start by focusing on the bonds that t..

1 April, 2022

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Client Relationship Summary: View and Download Form CRS