PWA’s team of experienced planners carefully evaluates each client’s personal financial situation and their business and family responsibilities against a backdrop of their long and short-term goals. This 360-degree view helps PWA planners identify opportunities, gaps and potential problems so they can offer thoughtful and results-oriented solutions.
PWA’s approach is unique because it considers the holistic business and personal financial issues for each client.
The firm’s areas of expertise include:
- Business and succession planning
- Estate planning
- Investment planning
- Insurance planning
- Legacy planning
- Retirement planning
Securities are offered through PWA Securities, LLC, registered broker/dealer, member FINRA/SIPC. Investment Advisory Services are offered through Provenance Wealth Advisors, LLC, an SEC-registered investment adviser. Clearing and Custody for PWA Securities, LLC and Provenance Wealth Advisors, LLC are through Raymond James & Associates, Inc. Neither PWA Securities, LLC nor Provenance Wealth Advisors, LLC is an affiliate of Raymond James & Associates, Inc.
Our team of advisors, financial consultants and analysts has proven success leveraging their long-standing relationships to develop creative solutions that benefit buyers and sellers. When working with clients seeking to sell their businesses, we provide marketing services, sourcing and identification of target buyers and/or merger candidates, meticulous and appropriate due diligence, and negotiation of contracts. Buy-side services include analysis and due diligence of acquisition and merger targets, valuation modeling, contract negotiations and integration of business operations.
We provide the guidance that joint-venture partners need to identify and assess equity and debt financing as well as tax-planning services to position our clients and their businesses for maximum tax efficiency following a financial event.
The BayBridge Real Estate Capital team has a long history of bringing institutional capital to markets across the U.S. We help businesses, developers and investors find the financing they need for a broad range of commercial real estate projects, including acquisitions, construction and value-add development.
We understand that real estate financing is about relationships, and we have built an enviable network of reliable and trusted sources for debt and equity financing. Our lending partners know they can rely on us to create complex transactions and get deals done quickly and efficiently.
