Our Mission

At PWR Planners, we have made a commitment to providing excellence in everything we do. Our mission is to bring intelligence, objectivity, integrity, advice, and truly individualized value added investment management. Our financial professionals allocate, manage, and monitor client assets, unlike the typical advisors “one size fits all” management approach. Based on an investment policy statement and a plan created for the individual client, our investment goals are to consistently achieve reasonable returns on investments over time. The investment policy statement considers the lifestyles, goals, risk tolerance, time horizon, and successors of the investor. We prefer consistent and reasonable to sporadic and extreme. Our selection process favors recognition over discovery.