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Your financial life is built on the time you’ve spent working, saving and investing. Working with us gives you confidence in your financial life so that you can spend more of your time doing the things that bring you joy!
Start Planning Now! Get Retirement Ready!

 

At PSWA, we think of ourselves as a trusted partner on your financial journey, offering comprehensive, solid, and life-changing advice that is designed to transform every area of your life not just today, but across generations.

Who We Are

Pleasant Street Wealth Advisors (PSWA) is a fee-based, family-owned financial planning and wealth management firm with headquarters in Stamford, Connecticut.

Your team at PSWA offers a client-centered, boutique approach to financial planning and investment management, designing highly personalized solutions that fit you and your family’s needs and wealth structure.
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