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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 15-Min Call with an Advisor (*Optional)

Free Initial In-Person Meeting with an Advisor
Introductory Workshop
Personal Planning Meetings with Your Advisor
Continued Management and Teaching Services

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Want to Learn More?

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

Quiz

how well do you understand investing?
how well do you understand investing?
The Quiz

Free Download

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The Playbook to Relax About Money
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Book Sample

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Confident Investing:Why Blind trust is a poor Strategy
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PHONE : 615-851-1950 (main office)
Fax : 615-851-4597
Email : contact@paulwinkler.com
Main Office : 3050 Business park Circle Suite 503 | Goodlettsville, tn 37072
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