PWM Private Wealth Counsel - Financial Planners

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Donna

At our first meeting, we found Kevin and Andrew very welcoming. They listened carefully to us and made appropriate inquiries as they made notes. We left from the initial meeting with a sense of calm and the feeling that we had found individuals who had really listened to us, weren't simply trying to sell us a product, and would sincerely work in our best interests. This has continued throughout our subsequent meetings with them and their team.

Derrick Astle

I have always trusted Kevin, throughout good times and rough economic times. I still trust Kevin, and now even more, as he has joined the Q team, as well as the partners he has assembled at PWM. Looking forward to the next chapter.

Jenny Arias

Our experience with PWM Private Wealth has been nothing short of outstanding. Kevin’s leadership and deep expertise gave us confidence, while Andrew’s attention to detail and personal approach made us feel truly heard and understood. They didn’t just answer our questions—they asked the right ones, guiding us toward financial peace of mind with engaged, thoughtful portfolio management. If you’re looking for a team that genuinely cares and takes the time to tailor a plan to your needs, we highly recommend PWM!

Randy Greenwald

Kevin has been professional in all my dealings with him. He has been forthright in explaining his move to PWM. I trust him fully to handle and grow our financial investments.