Free 15-Min Call with an Advisor (*Optional)
Schedule a complimentary 15-minute chat with Advisor Anne Sawasky
Anne Sawasky
J.D., ChFC®
Anne began her career in the financial services industry in 1987, working for the largest fraternal insurance company in the US as a lawyer specializing in mutual funds, variable annuities, commercial real estate and financial planning/investment law. She left after 10 years to start her own law firm where she worked as legal counsel for a Fortune 500 bank as well as small to large businesses and corporations. Anne also advised on business valuation and sales to help business owners ensure a smooth transaction out of the workforce.
Anne joined Paul Winkler Inc. in 2016 where she practices business valuation and focuses on helping clients achieve peace of mind in retirement. She has launched the Paul Winkler Inc Women’s Initiative which aims to educate and empower women to be financially successful.
Her passion is to help her clients plan well ahead of retirement so they can relax about money, understand investing, organize their financial life, and be free to pursue purpose. She also acts as Chief Compliance Officer for Paul Winkler Inc.
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What Makes PWI Unique
- We make no commissions with an industry-low fee-only arrangement.
- We help you understand what we're doing when we manage your portfolio.
- All our advisors are certified, with over 15 years of experience.
- We offer comprehensive financial planning.
How Our Process Works
Free Initial In-Person Meeting with an Advisor
Introductory Workshop
Personal Planning Meetings with Your Advisor
Continued Management and Teaching Services