- The Personal Side of Wealth - PWM Planning is a leading provider of client-centered financial planning and wealth management for individuals, families, entrepreneurs, and business owners. Our daily mission is to create an inspirational experience and deliver a level of service that consistently exceeds expectations. Our clients recognize we are different because we focus on the personal side of wealth building and bring value to each relationship by serving as a trusted resource for personalized education and guidance. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org). The financial professionals associated with PWM may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.