At Peachin Schwartz & Weingardt, Relationships Matter
We are advisors that deliver accounting, tax, consulting and assurance solutions. PSW supports high net worth individuals, closely held businesses, non-profit organizations and provides support for financial institutions. We support clients throughout their lifecycle from emerging entities in the start-up phase to mature businesses seeking an exit or succession strategy.
Understanding Client Goals
How can you support a client without understanding their goals, pain points and risk tolerance? We help our clients identify, define and focus on their specific goals and objectives. Some have goals that are more concerned with growth and profit enhancement, while others may be concerned with stability and process design to maximize efficiency while balancing personal and financial goals. We get to know their needs and create a plan to support those objectives and work on solutions to overcome any obstacles that may be barriers.
Delivering a Competitive Edge
Our goal is to help each of our clients build success. We work closely with clients to shape the efforts inside an organization and conduct the planning needed to build long term success and strength. We identify and break down financial and management opportunities and communicate clearly and in common sense language. We apply financial and management insights that help our clients build on the core competencies that make them successful.