Schedule an
introductory call.
A discovery conversation about whether APW is the right firm for your situation, and whether your situation is the right work for APW.
APW takes on a small number of new client families each year. Every relationship begins with an introductory call between Bill and the prospective client. The conversation is mutual — both sides decide whether to keep going.
The call is not a sales presentation. There is no slide deck, no pitch for a specific service, no recommendation made on a first call. The conversation covers the prospective client's current financial picture in broad terms, what they are looking for in a wealth-management relationship, what APW does and doesn't do, and whether a deeper engagement is worth pursuing.
APW serves families with a million dollars or more in investable assets. Prospects under the firm's minimum will receive a response explaining the criteria, with no further obligation.
Introductory call request.
A few details so the conversation starts in the right place.
Submitting this form does not create an advisory relationship. APW will respond within several business days to schedule a call or, where the firm is not a fit, with a brief response explaining the criteria.
For prospects who prefer to call.
The goal is not to sell the relationship. The goal is to determine whether the relationship should exist.
APW is built for a small number of families whose financial life requires coordinated strategy across investments, income, tax, estate, and insurance.