The PFW Experience

Bespoke Financial Guidance That Fits Your Family’s Situation

Not everyone understands the unique challenges that come with being a high-net worth family. We can relate because families like yours are the clients we work with. You deserve an advisor who can help uncover the best approach to investing and enjoying your hard-earned net worth.

Don’t Choose a Brand; Choose an Advisor

Don’t make a decision based on the brand or the flashy marketing—make it based on the advisor. Your advisor is your guide to successful wealth management. Choosing the right person significantly affects the growth of your portfolio and the quality of your financial plan.

Headshot of Scott MacKenzie

Scott MacKenzie, MBA, CFP®, CIMA®, CLU®*

Managing Member
Senior Wealth Advisor
scott@pfwadvisors.com

Headshot of Thomas Healy

Thomas Healy, CFA®*

Portfolio Manager
thomas@pfwadvisors.com

Kirsten

Kirsten Maxwell

Director of Operations
kirsten@pfwadvisors.com

More Than Wealth Management, We’re Like A Therapist For Your Financial Decisions

Our team doesn’t just want to manage your wealth portfolio—we strive to be a guide and an asset to your entire financial well-being. We succeed when your family succeeds, and we’re invested in helping you discover what life has to offer when your assets are managed wisely.

Experience the PFW Difference

If you want to learn more about how PFW Advisors stands apart from other financial planning firms, we invite you to download the guide to working with us.

Read our Firm Overview

*CFP®= CERTIFIED FINANCIAL PLANNER™, CIMA®= Certified Investment Management Analyst, CLU®= Chartered Life Underwriter, CFA®=Chartered Financial Analyst

For more information, please see Important Disclosures.