0+ years
Total years of experience in the industry for Founders of Private Wealth
0+ years
Historical Relationship Tenure
Value Statement
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
PW does not provide all the services depicted but will work with the providers of these services to create solutions for the client; services provided by PW are described in Form ADV Part 2A and the client’s Financial Services Agreement. The client will still pay the service providers separately once the services are established. This is in addition to any advisory fees the client pays to PW. PW may have pre-existing business relationships with selected service providers; PW does not receive any referral fees, percentages of payments by clients to service producers, or any other form of compensation associated with selection of a particular service provider.
Our Services
Your Dreams, Local Teams
Our Team
Brett Halley
Founding Partner
Chris Casey
Founding Partner
Dave Arens
Founding Partner
David Holtorf
Founding Partner
Debra Wilkens
Founding Partner
Heather Fortune Vestweber
Founding Partner
Russell Samples
Founding Partner
Michelle Acton
Partner
Gayle Fincher
Partner
Bryan Jarman
Partner
Endowment Foundation Charitable Investment Specialist
Philanthropic Services Director
Investment Banking Specialist
Chief Wealth Planning Officer for Estate & Financial Planning
Business Management Consultant
Chief Legal Strategist - Trust + Contract Law
Institutional Portfolio Management Specialist
Fixed Income Specialist
Investment Monitoring and Reporting Specialist
Research Analyst
Health Care Management Specialist
P+C Management Specialist
Bill Pay, Budget Reporting, P+L Monthly Management
Alpha/Equity Specialist
David Tawil
Chairman - Investment Committee, Managing Partner
Jeff Shipley
President, Head of Corporate Development
Kim Cappellano
Chief Marketing Officer
Matthew Rothchild
Chief Compliance Officer
Maxwell Smith
Chief Operations Officer
Tim Kneen
Chairman of the Board, Director of Practice Management
Wendy Brekken
Chief Wealth Planning Officer
Bryan Frazier
Head of Energy Asset Management
Rodney Kleman
Head of Real Estate Asset Management
Bryan Johnson
Chief Executive Officer