About Us

PWA Financial is organized in the state of Pennsylvania. The firm was formed in January 2013; the principal owners are Michael D. Carlucci and Kenneth C. Coniglio.

PWA Financial is a financial advisory services firm located in the Newtown-Yardley area of Lower Bucks County Pennsylvania offering investment management and strategic planning services for moderate to high net worth individuals, their families, and their businesses throughout the Delaware Valley.