About

Perpetual Wealth Advisors (PWA) is a registered investment advisor (RIA) providing financial planning, asset management, decision support, and tax preparation to clients across the United States.  We assist our clients with planning & goal setting, risk management, employee benefits, tax optimization, investment management, retirement planning, and estate planning.  We operate on a “fee-only” basis, which means we don’t sell financial products or receive commissions for product sales.  Instead, we provide unbiased advice that helps our clients to achieve their personal and financial goals in an effective and efficient manner.

The PWA Blog is intended to replace our ongoing quarterly newsletter (The Pretirement Press) and our mid-quarter financial market updates.  It will provide articles, updates, and opinions on a wealth of financial matters in a bite-sized format rather than the conventional four-course meal type newsletter.  Comments, questions, and feedback are always welcome so please don’t hesitate to contact us.

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