In this post, we share a handful of ways we’ve helped our clients save on taxes, be more philanthropic, and make more informed financial...
READ MOREP&A has a new website!
by Jon Sevenker | Sep 11, 2018 | Client Services & Operations, P&A Articles
We live in a digital world that bombards us with notifications, breaking news, and casino-like noise. Because we are constantly filtering...
READ MOREFive ways we helped clients in April
by Trey Pittenger | May 10, 2018 | P&A Articles
Besides managing investments, we help our clients plan for and go through financial transitions. There are pain points associated with these...
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