A complete list of active advisors currently associated with Private Wealth Management Solutions, LLC

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

Private Wealth Management Solutions is a small, independent registered investment adviser operating as a single‑advisor firm that provides ongoing, discretionary portfolio management and occasional written financial planning for individuals, families, trusts and select retirement/pension plans. The firm manages client assets continuously and, in some cases, allocates portions of portfolios to third‑party managers through a platform arrangement. The firm’s investment work draws on modern portfolio theory alongside a tactical asset allocation approach, using individual equities, fixed income, mutual funds, ETFs and, infrequently, option strategies or real estate recommendations where appropriate. When it places assets with outside managers it relies on a third‑party platform’s screening and due diligence while retaining oversight and seeking to manage the aggregate platform and manager costs for clients. Distinctive features include a relatively small client roster with a concentration of assets per client and a long‑tenured, highly credentialed principal; the firm discloses key‑person concentration and maintains a contingency arrangement with an unaffiliated adviser to help ensure continuity of service. Additional operational notes that differ from many peers are that the adviser generally does not vote client proxies and posts advisory billing and reporting through a client portal while recommending a major independent custodian.

To learn more about the advisors currently working at Private Wealth Management Solutions, 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.