PWS: Building Secure Financial Legacies

We advance the practice of asset management, leveraging unique asset classes, helping families to grow wealth for a secure retirement and a lasting financial legacy.

We are advisors, scientists, technologists, and servants, first and foremost.

We believe that life is ultimately a positive-sum game and that our main purpose on earth is to serve others. Combining our diverse talents, we’ve created a superior estate planning system that benefits clients and advisors.

Meet our CEO

Casey is an advanced estate planner for multiple high net worth families. He has  institutional experience in Investment Banking (Truist Securities), private equity (Koch Industries) and Treasury Management (Northwest Mutual).

Over the years, Casey has identified the problems impacting portfolio sustainability and archaic risk-mitigation.

Casey has developed and is deeply passionate about helping families and organizations implement a sustainable solution.

Casey Nickels

Founder & Chief Executive Officer

Meet our team

jon-site-2

Jon Higbie, PhD.

C0-founder, Chief Operations Officer

Dr. Jon Higbie is a highly respected Data Science Leader as well as a 3x finalist for the the most prestigious honors in applied analytics, the Franz Edleman award. He has experience as founder and key leader of multiple Cloud SaaS startups and holds 6 US and International patents.

shane-site

Shane Provost

Co-Founder, Chief Technology Officer

Shane is a highly experienced full stack development leader with over 10 years exposure to advanced application development. His former employers include Intuit, Mailchimp, and The Home Depot. 

Have Questions?

Let’s start the conversation. Tell a bit yourself and send your inquiry to us. We’ll get back to you as soon as possible.