Prior to signing up with PWM we had self-managed our investments. That worked out pretty well with the ongoing bull market. Even with the occasional downturn, paper losses were quickly reversed. But as retirement neared it became clear a better plan was needed to turn those investments into a reliable income stream that would facilitate our goals.
From our first meeting with Chris Snyder it was clear this would be a good fit for us. Chris really listened and took the time understand what we wanted to do in retirement. He showed us how we could meet our goals without unnecessary risk. As things changed over time Chris helped us adjust the plan. We have regular communications to make sure we remain on track. Anytime we reach out we receive prompt responses and an ad-hoc call is never a problem.
◼ Relationship to Financial Advisor: Current Client
◼ Compensation: This reviewer received no compensation for this review.
◼ Conflicts of Interest: There are no material conflicts of interest.