0+ years

Total years of experience in the industry for Founders of Private Wealth

 

0+ years

Historical Relationship Tenure

Value Statement

Private Weath team  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.

Read Our Entire Value Statement

Circle of Services

Investment ManagementAsset Protection ConsultingFarm ManagementP&C Insurance ManagementBill Pay, Monthly P&L's, Balance SheetsTax Planning ManagementMedical Health and Insurance AdvisoryBusiness Consulting and Succession PlanningOil and Gas ManagementEstate Planning and Trust ServicesFiduciary LendingFinancial PlanningFamily Educational and Career PlanningInstitutional Asset Management

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

Contact Us

Our Team

Brett Halley

Founding Partner

Chris Casey

Founding Partner

Dave Arens

Founding Partner

David Holtorf

Founding Partner

Debra Wilkens - founding partner at Private Wealth Asset Management

Debra Wilkens

Founding Partner

Heather Fortune Vestweber

Founding Partner

Russel Samples - founding partner at Private Wealth Asset Management

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

Fidelity is the recipient of the Most Trusted Wealth Management Company 2020 and the Forbes Advisor Best Online Brokers 2021 awards.

At PW we can work with many different custodians to hold your assets. These custodians include trust companies, banks, and brokerage firms. As your Fiduciary it is our job to help you find the best and safest place for your assets. For most of our clients we use Fidelity Institutional as a custodian.  We combine your custodian with a tech stack of state of the art technology providers to keep client information as safe as your assets, report to you on the performance of your assets in real time 24/7, and provide the risk measurement and planning tools that allow your team of advisors to make the best decisions/recommendations for you.

Blogs

Oil and gas investment banking has always been a dynamic niche within financial planning. Ever-changing markets and the unique challenges of resource assets require a thorough understanding of how oil and gas fits into the big picture of your long-term goals. 2022 has been a particularly impactful year, and many of our clients are paying close attention to how their oil and gas investments are managed. Fortunately, Private Wealth is up to the task. Led...
Brett Halley, CFA® |
Greetings! The market appears to be in no mood to celebrate Mexico’s victory over France in the Battle of Puebla on May 5, 1862… after a breathtaking rally yesterday, we are currently giving all of that back and then some. With red numbers on the screens in front of me, thought I would jot down a few notes! This is truly a strange year! As I write this, the S&P 500 is down 12.93% and...