As a wealth management team with over 50 years of combined experience Bob Warburgh and John-Paul Pawlowski, CFP® provide a planning based, wealth management service to a select group of affluent families and businesses. The group strives to be clients' trusted advisors assisting them in managing every aspect of their wealth. Together with specialists in different areas of experience, The FW Group offers a wide range of services including: portfolio management, market research, wealth preservation, retirement planning, income solutions, rule 144 stock sales, private equity, hedge funds, and lending service through Bank of America, N.A.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
