Testimonials

Eight years ago, we came to Mannie with a complex financial mess and poor-performing investments that jeopardized our retirement. He not only crafted a thoughtful, high-performing strategy based on our goals, but has remained consistently available, clearly communicating any changes or opportunities along the way.  Thanks to his diligence and ongoing support, we're not enjoying a very comfortable retirement - Phil & Amy Whitley 

Mannie, our financial advisor, has been an incredible partner in helping us plan for both short-term and long-term stability.  He takes the time to explain every option clearly, is proactive in his communication, and always puts out best interests first. He is knowledgeable, trustworthy and genuinely invested in our financial success.  We feel confident and supported every step of the way.  We had a precious advisor and switching to PWA was the best decision we ever made.  We highly recommend PWA! - RIS Mobile

As Lisa and I reached the time in our lives when we were supposed to slow down, “life” occurred and we found it necessary to continue our productive years. We benefited from that change as we were able to meet and wholeheartedly trust Mannie and his team. Our previous experiences with financial advisors left us with a feeling of “what do we not know that we should know”. It is refreshing to know and trust Mannie, as from the very first he conveyed a cogent approach and was interested in our desires and hopes. His guidance and mentorship have not only provided us with a financially beneficial relationship, but has also included great accessibility and the intangibles of concern for our understanding of his approach. We have no reservations in recommending his services, and have frequently done so. - Glen Schwartzberg

We have been working with Manny for over eight years, and during that time he has proven to be much more than just a financial advisor — he is a trusted partner and friend. Manny genuinely cares about his clients and always puts our best interests first. He takes the time to thoroughly explain the pros and cons of every option we consider, ensuring that we fully understand each decision before moving forward. His insights and recommendations have consistently guided us in making sound financial choices with confidence. We have complete trust in Manny’s advice and deeply value his professionalism, patience, and genuine care. It’s reassuring to know that we have someone as dedicated and capable as Manny looking after our financial well-being. – Hiro and Yuki Mutoh