Founded in 2010 by Chris Snyman after merging with his former firm, Pensionwise Group, PWG has steadily evolved into a trusted leader in financial services.

In 2012, Ian Kleingeld joined the business, paving the way for PWG Short-term Advisors.

Since then, PWG has grown into a full-service “one-stop-shop” offering:
✅Financial Planning
✅ Insurance
✅ Investments
✅ Fiduciary Services
✅ Corporate Business Solutions

Our Wealth and Risk Planners design tailored products and strategies for discerning individuals and business owners aligning solutions with each client’s lifestyle, circumstances, and preferences.

We are committed to delivering a true one-stop-shop experience, combining personal attention with comprehensive expertise.

For many of our clients, partnering with PWG has resulted in substantial savings whereas 80% of them reduce costs by 5% to 25% when transitioning their business to us.

At PWG, our mission is simple: provide clarity, confidence, and results in every aspect of financial planning.

PWG

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