Private Wealth Management, LLC offers a total return approach to investing based on low-cost exchange traded funds, individual equities and equity derivatives. We seek to first understand the individual before we ever consider an appropriate investment. A successful investment strategy is defined not just by portfolio returns, but in the comfort and peace of mind of the investor. We believe it is essential to understand before we are understood.
Our Investment Process begins with a goals based financial planning discussion. This discussion covers all aspects of financial planning. Once we agree on the short term and long term goals for your portfolio and for your life, we can embark upon an Investment Plan. We will manage the portfolio to your risk tolerance and return needs. Periodic meetings throughout the year will ensure your understanding of the investments we make on your behalf.
Tax preparation and assistance with estate planning is included in our competitive fee.