The PFW Experience

Wealth Brings Complexity. The Right Guidance Brings Clarity.

Significant wealth creates opportunity — but it also creates complexity. Financial decisions often involve far more than investments alone, including:

  • Retirement planning
  • Understanding the implications of investments on taxes
  • Estate and legacy planning
  • Business ownership and succession
  • Philanthropy and charitable giving
  • Family dynamics and multi-generational wealth

Without the right guidance, these decisions can quickly become overwhelming. At PFW Advisors, we work closely with successful families who want more than traditional investment management. Our clients value having a trusted advisor who can help them:

  • Simplify complex financial decisions
  • Coordinate with attorneys and CPAs
  • Navigate uncertainty and volatile markets
  • Prepare for retirement transitions
  • Manage the financial impact of the sale of a business
  • Help family members align financial goals and values
  • Making thoughtful decisions with clarity and confidence

We believe wealth management is more than growing assets. It is about helping you make better financial and life decisions over time. You worked hard to build your wealth. You deserve an advisor who understands both the strategic and emotional challenges that come with it — and who can help guide the life you truly want to build.

Wealth Management is Personal. Your Choice of Advisor Should Be Too.

Large brands and polished marketing can create confidence, but real value comes from the judgment, experience, and relationship you have with your advisor. The right partner helps bring clarity to important financial and life decisions over time.

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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 a Financial Advisor — A Trusted Partner Through Life’s Biggest Decisions.

From market uncertainty to retirement, business transitions, family planning, and legacy decisions, we provide thoughtful guidance designed to bring clarity and confidence to complex situations.

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 FPQR®= Financial Planner Qualified Professional

For more information, please see Important Disclosures.