A complete list of active advisors currently associated with Kirkwood Private, LLC

Warmer can help you find a great advisor at Kirkwood Private, LLC or one who fits your needs even better.

Kirkwood Private is an independent, single-advisor registered investment adviser that provides comprehensive wealth management to a limited roster of high‑net‑worth individuals, their families, related trusts, and private charitable foundations. Services include investment oversight, tax and estate planning, trust management, and coordination with third‑party custodians and asset managers. The firm generally operates on a non‑discretionary basis: it develops financial plans, recommends third‑party broker‑dealers and asset managers to implement those plans, and conducts regular reviews (typically quarterly or annually) to monitor consistency with clients’ objectives. It emphasizes asset‑class diversification and may assist select clients with private placement investments and related administrative matters, including capital calls. Distinctive features include that the firm’s sole adviser is a Certified Public Accountant who integrates tax and accounting work into the wealth management relationship and reviews tax returns prepared by unaffiliated CPAs. The firm uses a fixed annual fee model rather than standard percentage‑of‑AUM charges, manages roughly $53 million across a very small client base, includes private foundations among its clients, and reports no discretionary assets under management.

To learn more about the advisors currently working at Kirkwood Private, LLC, 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.