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Investment advice that isn’t tied to commissions…

Rising Success

You’re working hard and your bank account balances are growing rapidly. How do you start an investment plan (or refine your current one) to make sure your money is working as hard for you as you did for it?

We Can Help

Major Life Events

Life events impact all of us and money is often at the center. Whether through the sale of a business, a job change, the death of a loved one, or a divorce, you may find yourself with a lump sum of money you want to protect and grow.

We Can Help


For many people, retirement from one job simply means the beginning of a second career.  Have you reached financial freedom?  How can you ensure your monies produce the income that allows you to live the life you want?

We Can Help

A Little About Us

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Access Your P&A Accounts

You can access your account information whenever and wherever you want through your P&A Client Portal.  (Clicking the blue button results in leaving the P&A website.)

Access your P&A Client Portal

Access your account information via Schwab Alliance by clicking on the Charles Schwab button below.


If you haven’t set up online access through Charles Schwab, you can do so by clicking the blue button below.  As always, feel free to call P&A prior to beginning the setup process and we’ll guide you through the steps.

Setup Schwab Online Access

Get P&A's monthly email!

A big part of our job is educating our clients and keeping them informed.  We do this in many ways including via our monthly client email.  If you’re interested in our thoughts on the markets, what you can do to enhance your financial future, or how recent changes impact you, then sign up for our monthly email newsletter.  We’ll also give you some lighter fare, such as a book or movie review, a recipe, golf tip, or other “just for fun” topic.

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