Beverly Hills, MI Office

Private Wealth Consulting provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities, managing roughly $259 million across about 140 client relationships. Services include ongoing portfolio management using discretionary authority, the ability to retain sub‑advisors, and financial planning and consulting engagements that range from full comprehensive plans to single-topic consultations.

The firm’s investment approach is tailored to each client’s goals, time horizon and risk tolerance, combining fundamental, technical, charting and cyclical analysis as appropriate and employing strategies that may include long- and short-term holdings, option writing and margin where suitable. Accounts are managed on a discretionary basis with quarterly reviews that address allocation, rebalancing and tax‑loss harvesting, and clients may impose written restrictions on investments.

Notably, PWC operates from multiple offices and offers fixed‑fee financial planning engagements—both features that are relatively uncommon among firms with this regulatory profile—and it provides direct portfolio management for individual clients rather than specializing in private fund advisory services. The firm also routinely engages sub‑advisors under its discretionary authority and uses a defined custodial arrangement for account execution and reporting.