Investment Management: Fee-Only Impact Investing

PWR provides investment management as a service to our clients. Imagine not having to worry about rebalancing your portfolio, or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.

Impact investing – investing to generate a positive social or environmental impact alongside a financial return – is smart investing. PWR builds on this belief with our custom investment strategies. We utilize ESG-investing and other socially responsible tools to add an additional layer of due diligence and construct diversified, low-cost portfolios for our clients. 

PWR Impact Investing

A smarter way to invest. Learn More >>


In the Media

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Ask Linda: We’re Getting Divorced. Now what?

Dear Linda, My spouse and I recently decided to get a divorce. What should we expect with regards to the divorce process and its financial implications? I am particularly concerned about how my retirement plan will be affected.  Separated Sam Dear Sam, We outlined the most common ways to obtain a divorce below, including the estimated price for each process. While this is not meant to replace your own due diligence, it should help you get started. Here are the... Read More

What is AD&D Insurance?

Dear Alicia, I have the ability to buy AD&D Life Insurance at work. The coverage would cost me less and I would get a higher death benefit than the Term policy I currently have. Should I buy it? I don’t understand the difference? – Insurance Irene  Dear Irene, In general, life insurance is purchased to give those who are dependent on your income a lump sum of cash upon your death so they can sustain their current lifestyle. An AD&D... Read More