PWI Wealth Partners

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for PWI Wealth Partners
Team photo for PWI Wealth Partners

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Advisors

Advisor photo for Patrick J Shannon

Patrick J Shannon

CRPC, CFS®

Private Wealth Advisor

Managing Director
Visit Patrick J Shannon's website
Advisor photo for Ted Trafton

Ted Trafton

CFP®, CRPC

Financial Advisor

Associate Vice President
Visit Ted Trafton's website
Advisor photo for Karen Goersch

Karen Goersch

CPA, APMA®, CRPC

Financial Advisor

Associate Vice President
Visit Karen Goersch's website
Advisor photo for Dean Volain

Dean Volain

Financial Advisor

Visit Dean Volain's website
Advisor photo for Matt Hurwitz

Matt Hurwitz

CFP®, APMA®

Branch Manager

CERTIFIED FINANCIAL PLANNER® professional
Visit Matt Hurwitz's website


Team

Kathleen L Peacock

Kathleen L Peacock

Client Service Coordinator

Qualifications

  • Has worked with the firm since 1992.
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