7PW Wealth
Our Clients Always Come First
Vision
We create peace of mind for our clients by simplifying the investment process.
Values
7PW’s core values include a compassionate approach to investing, a servant mentality and doing meaningful work.
“Our vision comes to life as we help our clients understand their individualized investment strategies and achieve results they could not otherwise expect.” -Pete Walton
Mission
Proper prior planning prevents poor performance - the synopsis of the 7P’s. We take time to review where you are now, where you want to go, and create the strategy to avoid blunders along the way.
Strategy
Planning
This is where we start. Knowing where to go helps ensure a smooth journey. We use a simple process to create the roadmap.
Investment
Access to any investment reduces risk and cost. We create a portfolio that’s right for your needs.
Wealth
Whether you measure this in dollars or days, partnering with us gives you a team that focuses on creating wealth each and every day.
Benefits
Built to exceed expectations
Financial Security
Providing guidance so you know, assuredly, you can accomplish your goals.
Piece of Mind
As a trusted advisor, our experience and dedication matter to our clients.
Support
Access to our entire team, anytime, anywhere; means we are with you.
Patryck Chwalek
Rainmaker
At age four, Patryck was shown the importance of helping others when his parents adopted him and his siblings from Poland. His parents demonstrated that serving others brought the greatest fulfillment. During, and after graduating from UNCC, he spent time coaching youth football, volunteering with the Special Olympics and organizing support for foster children. Giving back and helping others became the blueprint of his happiness and satisfaction. His background includes management, sales, and data analytics. Patryck chose this industry to live out his passion serving others by guiding people through difficult financial decisions and teaching them about investments. He participates in Christ-centered fellowship, socializing at breweries, enjoys watching Chicago Cubs baseball, and Notre Dame football with friends and family.
Pete Walton
Portfolio Architect
Pete cares deeply about helping people, he loves mathematical puzzles and enjoys competition.
In combination, these three attributes fuel a passion to serve his clients within the investment advisory
space. The concepts he learned studying markets and investment strategy at Elon and Duke are present
in his philosophical and strategic approach to investing. He has been relentlessly designing portfolios
that maximize return and mitigate risk for over a decade. Personally, he dedicates his time to his 3
children, long-time girlfriend and competes as an Ironman triathlete.
