Get Started with TPWA
We are excited at the prospect of working with you! Let’s get started:
1
Review Our Services
Get a clear overview of how we support your financial life — from investment management to equity-compensation planning — all tailored to your goals.
2
Book an Introductory Call
Schedule a conversation to discuss your needs, ask questions, and see if we’re the right fit for your financial strategy.
BEFORE THE CALL: We suggest checking out Our Story | Our Core Values | Our Mission. Hopefully, this will answer a lot of your questions before our call.
DURING THE CALL: We will introduce you to our firm and ask some questions about what you are looking for. Our primary goal will be to assess your needs and find the appropriate service for you.
AFTER THE CALL: If you are ready, we can schedule an onboarding call at a time convenient for you. If you need more time, that’s no problem at all. We will give you some time and schedule a second follow-up meeting.
