A complete list of active advisors currently associated with Counterweight Private Wealth

Warmer can help you find a great advisor at Counterweight Private Wealth or one who fits your needs even better.

Counterweight Private Wealth is an SEC‑registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, small businesses and retirement plans. The firm provides active asset management, financial planning and retirement‑plan advisory services, and recently began offering tax preparation through an affiliated entity. The firm manages approximately $207 million on a discretionary basis and builds tailored portfolios using targeted asset allocation models that combine Modern Portfolio Theory with fundamental and technical analysis; it monitors and rebalances accounts and provides ongoing comprehensive planning, including a retainer option. Services address a broad range of planning topics such as cash flow, estate planning, employee benefit optimization, college savings and tax planning in coordination with clients’ advisors. Compared with many peers, Counterweight PW operates with a small advisor team (two advisors serving 87 client relationships) and a relatively high assets‑per‑advisor profile with a typical $1 million account minimum. The brochure discloses an uncommon marketing practice for firms in this category — the use of client testimonials — and highlights the firm’s integrated retirement‑plan fiduciary services (3(21) and 3(38) offerings) alongside its affiliated tax‑preparation capability.

To learn more about the advisors currently working at Counterweight Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.