Investment advice that isn’t tied to commissions…

Investment Management

We manage over $1 billion in investments for clients who want their hard-earned dollars to work harder for them.  Everything we do is customized to the client.

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Complimentary Services

These services are so important to our clients’ financial future that we give them away, no strings attached.  Get as much work out of us as you can.

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Elevate Your Success

Through the use of cutting-edge technology, a team approach, and an open office environment, we help our clients connect the dots on their journey to financial freedom.

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A Little About Us
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Access Your P&A Accounts

You can access your account information 24/7 via 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.

Schwaballiance

If you don’t yet have access to your account information via the Schwab Alliance website, click the button below to begin the setup process:

Setup Schwab Online Access
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Once a month, we’ll send you an email with links to articles we’ve written, our market commentary, and other valuable information.  If you’re lucky, you might even get a “just for fun” topic like a book review, golf tip, or recipe thrown in.  To get our monthly email delivered to your inbox, click the button below.

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