7pw Wealth, LLC

7PW Wealth provides continuous investment management and personalized financial planning services to individuals, families, businesses, and institutional clients. The firm begins by discussing each client's goals and objectives to develop a personalized investment policy statement and portfolio strategy. 7PW Wealth offers three distinct model strategies ranging from conservative income to aggressive appreciation, utilizing fundamental and technical analysis to construct diversified portfolios of stocks, bonds, and mutual funds. Financial planning is included as part of the advisory services at no additional charge. Clients retain the ability to impose reasonable restrictions on their accounts. 7PW Wealth operates with the authority to make trades without asking first, maintaining custody of client assets through third-party broker-dealers like Charles Schwab.