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.
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.
Founding Partner
Founding Partner
Founding Partner
Founding Partner
Founding Partner
Founding Partner
Founding 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
Chairman - Investment Committee, Managing Partner
President, Head of Corporate Development
Chief Marketing Officer
Chief Compliance Officer
Chief Operations Officer
Chairman of the Board, Director of Practice Management
Chief Wealth Planning Officer
Head of Energy Asset Management
Head of Real Estate Asset Management
Chief Executive Officer
