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.
Peace 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.
Pete Walton
CEO, 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.
Robert Shaw
Managing Director, Senior Portfolio Manager
Robert takes care of people who want to protect and grow their wealth. He combines an institutional approach to portfolio management with a mature perspective on financial planning and the highest level of personal service and attention. Robert thrives on complex problem solving and loves to help people think through important questions. He eagerly learns details and keeps track of moving pieces to help clients stay organized and make good decisions.
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​Growing up in Charlotte, Robert was a "lifer" at Charlotte Country Day School, after which he earned his Bachelor of Science Degree in Economics at Duke University. A lifelong member of Myers Park Presbyterian Church, Robert is an Eagle Scout and Arrowman and remains active as a Scoutmaster in the church's Boy Scout Troop. He thrives on fellowship and volunteer service opportunities through Rotary International and also enjoys sporting clays, sailing, hiking, and playing golf.
Bob Drury
Director, Director of Investments
Bob has been serving clients in financial markets for 20+ years to achieve wealth, the ability to do what you want, when you want. Listening, understanding and compassion are the points of departure for arriving at the client's goals.
His experience voyaging complex markets taught him that integrity and transparency should be at the helm of his process. His approach centers on fostering trust through clear communication and ensuring financial well-being. These values have been reinforced through the curricula of Appalachian State University, Certified Financial Planner, Chartered Financial Analyst and Chartered Alternative Investment Analyst programs.
Bob’s communication degree and financial background provide him the ability to dive deeply into complex financial subjects and communicate potential impact in relatable terms.
Bob is married with two daughters, 3 dogs, and an axolotl. When he's not helping clients, you'll find him outdoors, hiking, jogging, or exploring new places with his family – whether it's a road trip, a trip abroad, or just a weekend of glamping. He also loves spending time in Boone and the high country.
