 PWA is proud to have more than 25 years of experience of successfully serving the needs of businesses and individuals. Our
professional advisors are well versed in the areas of employer sponsored benefits, business insurance and financial services for your
business and your employees.
Our goal is to work with you in concert to identify the right solutions to address your company’s diverse needs and to
implement those strategies effectively.
We focus on finding the right solutions to meet your needs and look further than just the savings a change may generate. We give
considerable thought to all aspects and work with you on an ongoing and advisory role throughout the planning process.
Employee Benefits. We understand it must be a “win-win” situation for the company’s bottom line and make sense to your
employees. Our benefit advisors work with you on plan design, cost containment strategies, employee education, market analysis
and creative benefit design solutions to help you find the right plan(s) for the company. Click here to learn more
Business Insurance Services. Knowing the right markets, understanding contract provisions and helping to ensure claims
are handled correctly are key to finding the right insurance carrier whether is it commercial liability, employee practice, workers
compensation or any insurance contract you have in place to cover the company’s risks. We have forged a number of relationships
with the industry’s top carriers to provide a balanced and fair analysis for you the client.
Retirement & Investment Planning. Our advisors work closely with the clients to identify areas to help them achieve their long
term financial objectives. Monitored by an Accredited Investment Fiduciary™ to assist in plan and fund review you will rest assured
your plan is receiving the necessary attention it deserves on an ongoing and annual basis. Our retirement plan clients benefit from
working with a firm that focuses on;
• Plan Risk Assessment
• Fund Performance & Diversification
• Employee education
• Fee Transparency
In addition, Scott Tomei works with key executives and business owners with wealth management services and as a value-added
service your employees receive a complimentary mini-financial plan to help them better understand how they can reach their
retirement goals
For a complete list of our services, please
click here.
For more information contact PWA Insurance Services 916.631.7887,
send
an email, or complete our
online
information request form.
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