Welcome to TPW Financial

TPW Financial is an independent wealth management firm that brings institutional quality to a select group of private clients and the organizations that are important to them. The firm delivers thoughtful, customized global investment solutions and seeks to manage risk, control costs, and add value while providing the highest level of client service. TPW offers an unparalleled combination of a ‘manager of managers’ investment platform, an expertise in non-traditional investments, and a strong commitment to impact investing. TPW (“The Program Works”) was founded by Chitra Staley in 2004.

Clients engage TPW for many reasons, among them their desire for unbiased advice and individual attention. Central to TPW’s mission is the recognition that each client has unique goals, values, and preferences. We incorporate these client-specific factors into a framework within which financial and other life planning decisions are made. TPW’s clients, based nationally, include entrepreneurs, professionals, and individuals with inherited wealth as well as endowments and foundations. Clients engage us because they want individual attention, independent and unbiased advice.