A complete list of active advisors currently associated with Private Family Wealth Advisors

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

Private Family Wealth Advisors provides investment management, stand‑alone financial planning, and retirement‑plan consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and employer‑sponsored plans. The firm primarily implements discretionary portfolio management and also offers ERISA‑focused fiduciary consulting for retirement plans. Portfolios are customized using macroeconomic, fundamental, cyclical and technical analysis and may include individual equities, fixed income, ETFs, mutual funds, listed options and separately managed accounts. The firm routinely employs third‑party sub‑advisers and model/third‑party managers to implement strategies, conducts ongoing monitoring of those managers, and performs periodic reviews of client accounts. The firm is notable for a high level of assets under management relative to its advisor count — approximately $393 million in regulatory AUM with nearly all assets managed on a discretionary basis, a configuration that is uncommon among supported firms. It maintains a custodial relationship with Charles Schwab and discloses receipt of client‑support reimbursements and other Schwab‑provided services; the firm has also changed its proxy voting practice to generally not vote proxies unless a client elects to have the firm do so.

To learn more about the advisors currently working at Private Family Wealth Advisors, 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.