Code of Ethics

/Code of Ethics
Code of Ethics 2018-05-14T21:55:58+00:00

The PCWA Code of Ethics reflects our values and our day-to-day professional aspirations for carrying out our mission by providing exemplary financial services to our clients.

  • We adhere to the highest standard of integrity, trustworthiness and trustfulness.
  • As your fiduciary, we put our clients’ interests ahead of our interests.
  • We keep our clients’ information secure and confidential.
  • We provide full disclosure of all material facts to our clients.
  • We ensure that our personal securities transactions are secondary to the securities transactions of our clients.
  • We are committed to conducting regular due diligence on partner institutions, being aware of resources that could benefit our clients and presenting them accordingly
  • We comply with all relevant Federal, State and local rules, regulations and laws