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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 also offer comprehensive financial planning.

How Our Process Works

Free Initial 15-Min Call with a Representative
In-Person Meeting with an Advisor
An Introductory Workshop with Paul Winkler
Personal Planning Meetings with Your Advisor
Continued Management and Teaching Services

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Schedule a meeting at one of our offices.

Want to Learn More?

Use these free media to learn more and start relaxing about money.


how well do you understand investing?
how well do you understand investing?

Free Download

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The Recipe for Relaxing About Money

Book Sample

Download a Sample
Confident Investing:Why Blind trust is a poor Strategy
Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
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