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July 2016

PWFS Third Quarter 2016 Newsletter

Summer has arrived with a vengeance!

  • Sandi discusses Brexit and its effects on the economy and your portfolio.
  • Alex discusses Global investing and if it is worth it.
  • Sandi discusses what you might want to discuss with your children who are recently or soon to be married.
  • Meet our new team member!

What’s Going On In Britain

June brought us a surprise twist when 52% of the folks in Britain decided to leave the European Union (EU). The 48% of Brits who wanted to stay in the EU weren’t too happy. Many attribute the possible loss of jobs to fresh immigrants as a chief factor swaying the vote. People can move about fairly freely among the EU countries.

Do You Have Children Who’ve Tied the Knot?

Summer is the season for weddings, tears of joy, gorgeous bridesmaids’ dresses, Bob Marley tunes in Jamaica, champagne toasts, and dancing the wedding night away. If you have children who’ve recently married in the last year or two, take advantage of our “next generation” (free) consultation.


Petrovic Weaver Financial Services is an independent SEC Registered Investment Advisory firm​

The copyright and trademark of The Foundation Freedom Formula are not affiliated with Raymond James Financial Services, Inc. TM & © 2007. The Financial Coach, Inc. All rights reserved.

Five Star Wealth Manager Award

Alex Petrovic, CFP® is a three-time award winner (2012, 2014 & 2015). The award's criteria are 1) credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2) actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3) favorable regulatory and complaint history review; 4) fulfilled their firm review based on internal firm standards; 5) accepting new clients; 6) one-year client retention rate; 7) five-year client retention rate; 8) non-institutionalized discretionary and/or nondiscretionary client assets administered; 9) number of client households served; 10) educational and professional designations. This award is bestowed by Five Star Professional, an independent third party organization.  

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