What’s in a name?

In ours it is Prosperity, Wellness & Integrity. PWI.

These words are what we live by with and for our clients. They embody the focus and passions we have, and they guide us as we partner with you to provide consultative, custom & actionable advice that is mindful of more than just the numbers.

Prosperity - This is a fundamental goal within the work we do for our clients and our focus is both purposeful and deliberate along the way. Appropriate risk management, thoughtful investment selection and cost-conscious solutions are critical drivers of this success. We also pride ourselves on not missing the small details – the ones that may be overlooked but, in sum, are significant to your bottom line. We partner with you to help you meet your unique goals.

Wellness – In life, good choices typically lead to positive outcomes. This is true in finance but of course is also true personally, professionally, mentally & physically. While our advice and expertise focuses on financial matters we believe that wellness involves all aspects of you and that serves as a guiding principle in our advice.

Integrity – To have integrity one must possess five distinct qualities: dependability, loyalty, honesty, good judgement & respect. Each of these exemplify the hallmarks of our service model & when you work with us you can expect all five of these. Our goal is not only to earn but also keep your trust as we partner with you in service of what you value most.


Our advisors

Patrick J Shannon

CRPC, CFS®

Private Wealth Advisor

Vice President
Learn more about Patrick J Shannon Visit Patrick J Shannon's website

Alexander Bijanada

CFP®, CRPC

Private Wealth Advisor

Vice President
Learn more about Alexander Bijanada Visit Alexander Bijanada's website

Karen Goersch

CRPC, CPA, APMA

Financial Advisor

Associate Vice President
Learn more about Karen Goersch Visit Karen Goersch's website

Ted Trafton

CFP®, CRPC

Financial Advisor

Associate Vice President
Learn more about Ted Trafton Visit Ted Trafton's website


Our team

Kathleen Peacock

Kathleen Peacock

Client Service Coordinator

Qualifications

  • With the company since 1992
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