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.

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

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

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, Director of Mergers and Acquisitions

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

Wendy Brekken |
Check out this article by Private Wealth Management (click the link to access): 2021 Capital Gains Tax Proposals
Wendy Brekken |
Check out this article by Private Wealth Management (click the link to access): Fiduciary Selection