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Client Relationship Summary & Regulation Best Interest Disclosures

Business Continuity
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Regulation BI Disclosure
Customer Relationship Summary (CRS)

Part 2A Form ADV
Joseph Sinclair ADV Part 2B
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About Us

At PWR Planners, we have made a commitment to providing excellence in everything we do. Our mission is to bring intelligence, objectivity, integrity, advice, and truly individualized value added investment management.

Office

200 Brush Run Road, Suite A
Greensburg, PA 15601

Contact

(724) 672-3876
team@pwrplanners.com

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Securities offered through Trustmont Financial Group, Inc. Member FINRA & SIPC Registered Investment Advisory services offered through Trustmont Advisory Group, Inc. 200 Brush Run Road, Greensburg PA 15601, 724-468-5665 PWR Planners is not affiliated with Trustmont Financial Group, Inc. or Trustmont Advisory Group, Inc. For additional information about your investments and the products and services offered by Trustmont Group, please refer to the Client Relationship Summary and Regulation Best Interest Disclosure.

 

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