PRW Associates is a diversified financial services firm providing for the planning needs of families of wealth, mid-market corporations, non-profits, foundations and endowments.  We define our role as advocates for those who require highly-specialized financial and advisory services.  Our goal is to help our clients maximize value and minimize risk for their assets.  Our areas of specialization include:

• Private Wealth Management
   
• Wealth Transfer Planning
   
• Corporate Benefits

From the Principal's Desk - Timely Commentary on Issues that Matter Most

PRW Associates - Brochure
 

We are a subsidiary of National Financial Partners Corp. ("NFP" NYSE), a company comprised of independent financial professionals who have one thing in common: serving the needs of high net worth families and corporate clients.  More than 175 firms have chosen to become part of NFP, aligning themselves with a name that denotes the highest standards of service, professionalism, and success in the industry.  The collective synergy of intellectual capital, resources, and purchasing power allows NFP companies to provide clients with the products and services available to some of the largest financial services institutions, while maintaining the client-oriented focus of a boutique advisory firm.

We ask tough questions, design creative solutions, coordinate planning resources, and help secure financial instruments for our clients.  We commit ourselves to monitor and review plans with clients on a regular basis to help ensure the plans are on track and working as intended. Our objective is to partner with clients who desire to understand wealth in a way that makes a difference in their lives and their families' lives.