Prive Wealth Management

Privé Wealth Management serves individuals, families, business owners, small businesses, trusts and nonprofit organizations through a mix of one‑time and ongoing engagements, including financial organizing sessions, standalone insurance planning, holistic personal and business financial planning, and discretionary or non‑discretionary investment management. The firm also offers a Multi‑Family Office platform called Privé Heritage for high‑net‑worth households that centralizes planning, advisor coordination, and portfolio oversight.

The firm’s investment approach is goals‑based, emphasizing diversified, low‑cost vehicles, tax‑efficient strategies, and systematic rebalancing; it provides both in‑house management and access to third‑party managers and institutional model portfolios via Unified Managed Accounts. Privé accepts clients at all wealth stages (no account minimum for investment management) and aggregates combined personal and business assets for portfolio construction and tier determination.

What distinguishes Privé from many solo independent advisers is its explicit business and institutional planning capabilities — business tiers include pension and profit‑sharing design and enterprise planning — along with nonprofit and philanthropic coordination (including charitable vehicle support) within its Heritage offering. The firm also documents a formal Insurance Implementation Support Network and plans an affiliated insurance channel while operating as a fee‑only adviser, and it integrates external managers and UMA/model marketplace capabilities to coordinate with other investment professionals as part of multi‑advisor engagements.