Total years of experience in the industry for Founders of Private Wealth
Historical Relationship Tenure
We created Private Wealth Asset Management because we know it takes a team of highly specialized and experienced Advisors to serve the high net worth and institutional clients that we have been taking care of for decades in our local markets.
Clients need experts in investments, but they also need experts in trust/estate planning, fiduciary lending, help in managing tax liabilities, P&C insurance, health insurance, and creating reliable recordkeeping for all of it. More importantly, they need advisors that understand them.
At Private Wealth, we are proud of the team structure we bring to the table--it is centered around the concept that the client needs multiple financial experts around them, each with highly specialized knowledge.
Circle of Services
Your Dreams, Local Teams
Endowment Foundation Charitable Investment Specialist
Philanthropic Services Director
Investment Banking Specialist
Chief Wealth Planning Officer for Estate & Financial Planning
Business Management Consultant
National Director of Energy + Farm Asset Management
Chief Legal Strategist - Trust + Contract Law
Institutional Portfolio Management Specialist
Fixed Income Specialist
Investment Monitoring and Reporting Specialist
Health Care Management Specialist
P+C Management Specialist
Bill Pay, Budget Reporting, P+L Monthly Management
Chairman - Investment Committee, Managing Partner
President, Director of Mergers and Acquisitions
Chief Marketing Officer
Chief Compliance Officer