Personal Wealth Advisory, LLC - The Lost Art of Teamwork

n chess strategy, each type of piece has its own unique method of
movement. However, the players understand that the pieces must

We have developed a philosophy and a methodology for creating a synergistic advisory team on your behalf. This is a scenario in which all of your advisors – both longstanding and new – brainstorm, communicate and execute as a true team. It’s a dynamic in which your advisors share ideas on your behalf without concern for their egos or turf protection.
As a result, your horizon of opportunity expands significantly. The best ideas arise from multiple intellects coming together. Creativity, accuracy and efficiency increase dramatically. And no single idea is brought to your attention until it is put through a filter of your documented values and belief systems.

work in concert to achieve their desired result. If the pieces were treated
as isolated entities, protection of the King would fall short of the ideal. In planning, oftentimes each discipline is handled in isolation, without consideration of a move’s impact on neighboring issues. In reality, investment decisions impact tax planning, charitable decisions effect
estate distribution, and so on as you move through the many facets
of wealth.

630 Delp Road • Suite 100 • Lancaster, PA 17601 • p: 717.735.1170 • f: 717.735.1181 • www.pwallc.net • info@pwallc.net

Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Personal Wealth Advisory, LLC and Geneos Wealth Management, Inc.
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