Prw Wealth Management LLC

PRW Wealth Management LLC is a registered investment advisor established in April 2010 and registered with the U.S. Securities and Exchange Commission in November 2016. The firm specializes in offering investment advisory services to individuals, high net worth individuals, trusts, estates, endowments, foundations, corporations, charitable organizations, insurance companies, and retirement plans. PRW Wealth Management acts as a fiduciary to its clients, providing customized investment advisory solutions through continuous personal client contact and interaction. The firm's investment approach is primarily long-term focused, utilizing fundamental analysis to construct portfolios tailored to each client's investment goals and risk tolerance. Clients have the opportunity to place reasonable restrictions on their portfolios, subject to acceptance by the advisor. PRW Wealth Management does not charge performance-based fees and does not manage proprietary investment funds. The firm's fee structure for investment management services is based on a percentage of assets under management, with fees calculated quarterly. The firm does not accept or maintain custody of client funds and securities, except for the authorized deduction of advisory fees. Clients are encouraged to review statements provided by the custodian. PRW Wealth Management does not share client information for marketing purposes and has implemented security measures to protect client information. Clients have the right to limit the sharing of their personal information. For more information, clients can contact PRW Wealth Management directly.