Professional Strategic Partnerships

Residing, working and volunteering in Northern Virginia for over 25 years, Doug has developed scores of trusted relationships and has vetted many affiliated industry professionals including: CPAs, estate attorneys, family law attorneys, medical professionals, and mortgage, real estate, business valuation and business insurance experts. We willingly make referrals (with no shared compensation arrangements), and will openly work with members of professional teams assembled by our clients.

Additionally, we have cultivated deep relationships with the thought leadership, portfolio management and risk analysis teams at the following Global Investment firms. These firms offer PWA and our clients an unsurpassed level of professional experience and the most highly recognized leaders in the investment industry. In short, we rely on these firms commitment to remaining on the cutting edge of technology, asset class research and delivering risk managed portfolio returns consistently over extended market cycles.