Personal Wealth

With over 25 years of experience, PPW provides bespoke wealth management solutions that help clients stay financially focused and confident.

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Your time is your most valuable asset. At PPW, we guide you with proven expertise, allowing you to focus on what truly matters while we handle your financial direction. Our strategies are built to evolve with your life stages, ambitions, and transitions.

We partner directly with clients to develop personalized plans grounded in short- and long-term goals. From retirement to wealth transfer, our disciplined approach is designed to adapt to market conditions and your evolving needs.

Through institutional custodians and access to alternative investments, we ensure our clients benefit from a wide spectrum of sophisticated financial opportunities.

Start your journey toward a more secure financial future with PPW.

Insurance Planning

At PPW, we simplify life insurance planning by offering direct access to premier insurance agencies across the Tri-State area. Our clients receive fully customized recommendations tailored to their financial needs and legacy goals.

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We understand that liability management is essential to securing your family’s future. Life insurance isn’t one-size-fits-all — it’s a strategic financial instrument that evolves with your net worth and risk profile.

Whether for income replacement, legacy planning, or business succession, life insurance is a foundational component of a comprehensive wealth strategy.

Benefits for Individuals

  • Tax-free death benefit for beneficiaries
  • Tax-deferred compounding of cash value
  • Access to tax-free income
  • Estate liquidity to cover tax obligations

Benefits for Business Owners

  • Estate equalization for family-owned enterprises
  • Structuring buy-sell agreements for business continuity

Trust & Estate Planning

A well-structured estate plan ensures your wealth is transferred smoothly, tax-efficiently, and according to your wishes. At PPW, we work alongside experienced estate and trust attorneys to help you protect your assets, reduce exposure to estate taxes, and create a clear path for generational wealth.

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Trust and estate planning is not just for the ultra-wealthy. It’s essential for anyone who wants to safeguard their legacy, minimize tax burdens, and provide clarity for loved ones.

We stay ahead of legal and tax changes to ensure your estate plan remains compliant and effective. Our guidance helps you navigate complexities and make informed decisions about your assets.

Common Planning Tools

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Family Trusts
  • Charitable Trusts
  • Premium-Financed Life Insurance inside ILITs (Irrevocable Life Insurance Trusts)

We tailor each strategy to your unique goals—whether you’re planning for your family’s future, managing philanthropic objectives, or securing a business legacy.

Corporate Retirement Plans

PPW offers customized corporate retirement planning designed to benefit both employers and employees. Our strategies help business owners reduce taxable income while enhancing workforce benefits—creating a win-win for long-term financial health and compliance.

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With new state-mandated retirement plan requirements in place across many states, our team guides small and mid-size businesses to implement compliant, effective retirement solutions.

Plan Options Include:

  • 401(k) Plans
  • Simplified Employee Pension (SEP) IRAs
  • Defined Benefit (DB) Plans / DB Trusts

We work closely with business owners to tailor the right retirement vehicle for their structure, helping them meet regulatory obligations while maximizing tax efficiency and employee retention.

Succession Planning

Every business owner needs a thoughtful exit strategy—one that considers liquidity, tax efficiency, and long-term goals. At PPW, we help entrepreneurs and corporate leaders plan for business succession with clarity and control.

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Whether the exit involves selling to an external buyer, transferring to a key employee, or passing the business to a family member, we provide the guidance and structure needed for a smooth transition.

We evaluate your current business value, ownership structure, and liquidity needs to design a tailored succession plan that aligns with your timeline and objectives.

Strategic Solutions Include:

  • Buy/Sell Agreements
  • Employee Stock Ownership Plans (ESOPs)
  • Tax-Aware Succession Strategies

Let us help you prepare for what’s next—so you can step away from your business with confidence and ensure its legacy continues.

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Mission

At PPW, we are committed to servicing our clients with tailored strategies that are customized to client’s situations. We strive to deliver the best possible solutions according to each client’s individual goals. We work with the best partners and custodians in the industry to deliver the best services and experience.

Market Experience

PPW has been around for the past 20 years. The principals started with Morgan Stanley and UBS. PPW was founded in 2005, after it was decided to strive for a better client experience outside of the brokerage industry.