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What Our Clients Are Saying

  • "The team at PWM really understands business. More importantly, they developed a deep understanding of my business - what makes it go, where it’s headed and how to significantly enhance my wealth leveraging my corporate success. Their individualized wealth management is something that I have never experienced before. Their patient process around my finances helped me understand my current financial situation and plan for the future. I leave meetings with them like I have just had coffee with and old friend. "

    K. Moore, BCBA, Entrepreneur

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  • "I've recently worked with Jim Pelot to implement the Insured Corporate Life Program through my Professional Corporation, including Critical Illness, Universal Life and a Personal Pension Plan for my retirement. He’s also helped me identify opportunities where I could save money, get better coverage on my policies and increase the tax efficiency of my Professional Corporation. My disability coverage virtually doubled for about the same price, and I understand clearly now what coverage I already had, what was missing and what could be enhanced. I encourage you to connect with Jim for a review of your existing coverages."

    Adrian Indar, MD

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