PWM Tax Group was created to bring greater coordination and clarity to the tax side of your financial life. Rather than treating tax preparation as a standalone service, we integrate it with broader planning considerations to help support long-term financial decisions.
Our team works closely with clients to understand their full financial picture, identify planning opportunities, and provide a more thoughtful approach to tax preparation and strategy.
Brian Drolet is the founder of Prestige Wealth Management and PWM Tax Group. With nearly two decades of experience in financial services, Brian focuses on coordinating tax strategy with broader financial planning to help clients make more informed decisions over time.
At PWM Tax Group, tax preparation is not treated as a standalone service. It is part of a broader financial picture.
Our approach focuses on understanding each client’s situation and identifying opportunities beyond the current filing year. By coordinating tax preparation with financial planning and investment strategy, we aim to provide
At PWM Tax Group, tax preparation is not treated as a standalone service. It is part of a broader financial picture.
Our approach focuses on understanding each client’s situation and identifying opportunities beyond the current filing year. By coordinating tax preparation with financial planning and investment strategy, we aim to provide a more thoughtful and organized experience.
Clients choose PWM Tax Group for:
• A coordinated approach aligned with broader financial goals
• A structured and efficient process
• Ongoing awareness of planning opportunities
• A team-based approach focused on accuracy and consistency
Our goal is to provide clarity and a more coordinated approach to tax preparation, regardless of complexity.
PWM Tax Group is supported by a team of experienced tax preparers and professionals who assist with return preparation, organization, and client support. The team works collaboratively to ensure each return is completed accurately and efficiently while supporting a more coordinated planning approach.
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