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Private Wealth Asset Management

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Fixed Income Specialist · Investment Monitoring and Reporting Specialist · Research Analyst · Health Care Management Specialist · P+C Management Specialist · Bill ... Skiptomaincontent menu ContactUs |  888-611-PWAM| ClientLogin  |  AdvisorLogin   0+years TotalyearsofexperienceintheindustryforFoundersofPrivateWealth   0+years HistoricalRelationshipTenure ValueStatement WecreatedPrivateWealthAssetManagementbecauseweknowittakesateamofhighlyspecializedandexperiencedAdvisorstoservethehighnetworthandinstitutionalclientsthatwehavebeentakingcareoffordecadesinourlocalmarkets. Clientsneedexpertsininvestments,buttheyalsoneedexpertsintrust/estateplanning,fiduciarylending,helpinmanagingtaxliabilities,P&Cinsurance,healthinsurance,andcreatingreliablerecordkeepingforallofit.Moreimportantly,theyneedadvisorsthatunderstandthem. AtPrivateWealth,weareproudoftheteamstructurewebringtothetable--itiscenteredaroundtheconceptthattheclientneedsmultiplefinancialexpertsaroundthem,eachwithhighlyspecializedknowledge. ReadOurEntireValueStatement CircleofServices OurServices   AssetProtectionConsulting   BillPay,MonthlyP&L’s,BalanceSheets   BusinessConsultingandSuccessionPlanning   FarmManagement   FamilyEducationalandCareerPlanning   FiduciaryLending   FinancialPlanning   GenerationalPlanningAndTrustServices   InvestmentManagement   OilandGasManagement   P&CInsuranceManagement   MedicalHealthandInsuranceAdvisory   TaxPlanningManagement YourDreams,LocalTeams ContactUs OurTeam BrettHalley FoundingPartner ChrisCasey FoundingPartner DaveArens FoundingPartner DavidHoltorf FoundingPartner DebraWilkens FoundingPartner HeatherFortuneVestweber FoundingPartner RussellSamples FoundingPartner MichelleActon Partner GayleFincher Partner BryanJarman Partner EndowmentFoundationCharitableInvestmentSpecialist PhilanthropicServicesDirector InvestmentBankingSpecialist ChiefWealthPlanningOfficerforEstate&FinancialPlanning BusinessManagementConsultant ChiefLegalStrategist-Trust+ContractLaw InstitutionalPortfolioManagementSpecialist FixedIncomeSpecialist InvestmentMonitoringandReportingSpecialist ResearchAnalyst HealthCareManagementSpecialist P+CManagementSpecialist BillPay,BudgetReporting,P+LMonthlyManagement Alpha/EquitySpecialist DavidTawil Chairman-InvestmentCommittee,ManagingPartner JeffShipley President,HeadofCorporateDevelopment KimCappellano ChiefMarketingOfficer MatthewRothchild ChiefComplianceOfficer MaxwellSmith ChiefOperationsOfficer  RickSimonetti ChiefStrategyOfficer TimKneen ChairmanoftheBoard,DirectorofPracticeManagement WendyBrekken ChiefWealthPlanningOfficer BryanFrazier HeadofEnergyAssetManagement RodneyKleman HeadofRealEstateAssetManagement BryanJohnson ChiefExecutiveOfficer CustodianshipofAssets AtPWwecanworkwithmanydifferentcustodianstoholdyourassets.Thesecustodiansincludetrustcompanies,banks,andbrokeragefirms.AsyourFiduciaryitisourjobtohelpyoufindthebestandsafestplaceforyourassets.FormostofourclientsweuseFidelityInstitutionalasacustodian. Wecombineyourcustodianwithatechstackofstateofthearttechnologyproviderstokeepclientinformationassafeasyourassets,reporttoyouontheperformanceofyourassetsinrealtime24/7,andprovidetheriskmeasurementandplanningtoolsthatallowyourteamofadvisorstomakethebestdecisions/recommendationsforyou. Blogs PrivateWealthInsightsRussiaintoUkraine–“TheShockHeard‘RoundtheWorld” BryanFrazier,CPL®-HeadofEnergyAssetManagement|Feb25,2022 OnThursdaymorning,RussiainvadedUkraine.Whatwasonceconsideredhighlyunlikelyhasnowbecomearealitytheworldiscomingtotermswith–thebiggestincursiononsovereignsoilsinceWorldWarIIhasbegun.RussianPresidentVladimirPutinannounceditasa“specialmilitaryoperation”andinsisteditwasnottobean“occupation”butthelinesbetweenbothseemedtobeblurredinthemindofPresidentPutin.Thoughstatinghis... PrivateWealthInsights-ThoughtsontheUkraineInvasion WendyBrekken,JD–ChiefWealthPlanningOfficer|Feb24,2022 FormanywakingupThursdaymorning,thenewsoutofeasternEuropebroughtarangeofemotionsandreactions.Astheworldcontinuestoprocessthegeopoliticalimpactofrecentevents,andfinancialmarketsdothesame,inevitablyandunderstandably,individualsalsoturntohowtheseeventsmightimpactthempersonally.Byextension,becausethedecisionsmadebyleadersandnationsareoutsideofourcontrol,itcanraisefeelingsofanxietyandconcern.In... ©2022PrivateWealthAllrightsreserved.

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