“I believe that the greatest achievement one can attain is to earn someone’s trust. This is never truer than in the case of personal finances. From corrupt investment bankers to rogue equity traders, the value of individual accountability and personal integrity has somehow been diminished. Greed, selfishness, and excess have become the motivation…their product is fleeting. I believe that things can be done the right way. Integrity, diligence and character…these are the qualities that will endure”
Private Wealth Management, LLC, was founded on the belief that with knowledgeable, targeted guidance, every individual can be a successful investor.
We offer a practical, attentive alternative to the high-priced, cookie-cutter portfolio management that dominates so much of the current personal investment market. We offer guidance and information for each stage of your financial life, and the transitions in between. Private Wealth Management owner and principal Dan Picinich, CFP, MST, has over eighteen years of experience as a financial advisor. He holds a bachelor’s degree in business administration from Kutztown University and a master’s degree in taxation from Philadelphia University, as well as the following professional designations:
* Certified Financial Planner
* Accredited Asset Management Specialist
* Accredited Wealth Management Advisor
* Certified Estate Planner.
Dan was born and raised in Philadelphia, Pennsylvania, and currently resides in Chester County with his family.