About

PWR offers one-time comprehensive financial planning and ongoing impact-focused investment management. Our financial advisors are located in San Diego, CA and work virtually with our clients. PWR is a woman-owned firm that serves busy families and investors looking to make an impact with their money. We are building a business of doing right by our clients as fee-only fiduciaries. At PWR, we do not receive any type of sales commission and never sell insurance or any other financial products. Our process is thorough and detailed, but you will find us approachable and honest. We offer our clients customized solutions for a flat project or assets under management fee. We are proudly a woman-owned firm with advisors who will be around to see you through your retirement years.

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