Check out this article by FinancialPlanning.com (click the link to access): Fed up with ‘disappearing’ teams, ex-private bank advisors open $5B RIA
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
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
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
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
Rick Simonetti
Chief Strategy Officer
Tim Kneen
Chairman of the Board, Director of Practice Management
Wendy Brekken
Chief Wealth Planning Officer
Custodianship of Assets
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
Check out this article by Private Wealth Asset Management (click the link to access): 2021 Capital Gains Tax Proposals