PCWM, LLC

PCWM, LLC is a fee based wealth management and financial planning firm.

I am Peter Catalano and this firm was created to bring world class service and advice.  I use the first person in this site as the firm consists of me and a team of outsourced advisors.  After 18 + years in the business advising professionals and small business owners, there is much knowledge compiled from advising over 100 individual business owners that I bring to the table for you.  Throughout the site I will share with you many tidbits learned over the years.  The first being most clients hire the advisor, not the company.  This is why I do not market or promote any particular company.  If you chose to interview and subsequently hire me as your advisor, you can count on me to be transparent and truthful, even if the truth hurts!  I am paid by you and therefore work for you, not a firm.  My recommendations and/or those of my team members are based solely on what’s in your best interest.  I have made it a practice for many, many years to always place my client first AND fully disclose compensation.  In some cases, insurance programs are recommended by my team of advisors.  In most cases I will coordinate with your own insurance agents to execute those products into your planning.  In some cases, if you chose, you can use insurance services that are offered through me via Catalano Insurance Services.  Again, I believe in disclosing all fees and commissions so you can make an informed decision.  In either case, you will be fully apprised of any and all compensation I receive.  (I cannot speak for your insurance agents!)

You have enough complexity in life, there is no reason management of your finances should add additional stress.  This is the reason I focus on Values Based Planning and Consulting.  This philosophy states if your values are clear, your decisions are easy. Since money touches just about every aspect of your life, my aim is to help you stay focused on what is important to you.

“In God we Trust”

Do you?

Do you align your money with your values?

In keeping with this philosophy, this site will offer you what our 18 years of experience advising hundreds of clients has taught me: provide the information you need to make an informed decision.  It’s your money, use it according to your values.