Our Teams

For more than 30 years, Co-founder and Director Lee Hediger has provided accomplished entrepreneurs, executives, and stewards of multigenerational wealth with customized strategies to help preserve and build their estate while planning for their legacy. He has developed client relationships that have spanned several decades and multiple generations. With his extensive estate planning knowledge and investment experience, he draws from a deep understanding of his clients’ complex financial needs and lifetime objectives to compose a series of comprehensive financial plans that achieve clarity and control through every phase of their life.

As a graduate of the United Stated Military Academy, Lee began his career by serving in multiple general staff positions at West Point. He then held senior executive positions in the hospitality and finance industries. Later he became a financial advisor at Sagemark until ultimately co-founding PWA. As director and prior chief compliance officer, Lee has helped to successfully build a CPA-affiliated financial planning firm that started in South Florida and has since expanded to West Palm Beach, Sarasota, Cincinnati and New York. The firm has accumulated more than $2 billion* in assets under advisement and has a collaborative team that is continuously focused on our client’s success.

Deeply committed to supporting his fellow veterans, Lee is founder and chairman of the board of the The Veterans Trust. His focus to lead this nationally recognized grant-making foundation, which provides innovative ideas and funding to institutional and charitable initiatives that support veterans of the post 9/11 era as they assimilate back into to their communities, include veteran education, entrepreneurship and wellness. One of the highlights of his life was in 1982, when he served on the committee of Vietnam veterans who dedicated the Vietnam Veterans Memorial in Washington D.C.

Lee lives in Fort Lauderdale, Florida, with his wife of 28 years, Valerie, and three children. He is passionate about physical fitness and takes pride in his German Shepherd. While he enjoys cycling and hiking with his family, he also loves to relax while gardening.

*As of 5/6/2020

Client Focus:

• Business owners
• Entrepreneurs
• Multi-generational families
• International citizens

Specialized Strategies:

• Business succession
• Estate structuring
• Family wealth transfer
• Multi-generational planning
• Wealth management