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31/05/2024
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PWA Family Office is an independent wealth management firm serving investment clients on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. While always keeping our clients’ best interest in mind, our focus is on our clients’ liquidity needs, financial goals, and their tolerance for risk.
At PWA, we offer a comprehensive suite of wealth management services tailored to meet your unique financial goals.
PWA Family Office saves its clients time and resources by implementing their own family office from a single central and coordinated point, offering our FO services so that they can become their own, with a fraction of resources and time compared to setting it up on their own.
Stay informed and empowered with PWA’s blog. Whether you’re an experienced investor or just beginning your financial journey, our blog offers valuable insights, expert advice, and the latest investment opportunities to help you achieve your financial goals.
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Client accounts are held and securities cleared through
Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC
Advisory Services Offered Through Bolton Global Asset Management, a SEC Registered Investment Advisor. Representatives of PWA are not attorneys or accountants/CPAs. If you need legal or tax advice, please seek the assistance of a lawyer or a CPA.
State securities laws require that your Financial Representative be registered in the state in which you live. For this listing, please refer to the Broker Check Link provided.
Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA’s BrokerCheck. Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer. For more information, visit https://finra.org or https://sipc.org. Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.
Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.
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