Prive Wealth Management

Privé Wealth Management serves individuals, families, high‑net‑worth households, business owners, trusts, small businesses, and nonprofit organizations with a mix of services including financial organizing sessions, standalone insurance planning, modular personal and business financial planning tiers, ongoing retainer arrangements, and discretionary or non‑discretionary investment management. The firm also operates a multi‑family office offering called Privé Heritage that bundles comprehensive planning, concierge advisor coordination, and integrated investment management into tiered packages.

The firm’s investment approach is goals‑based and emphasizes diversified, low‑cost index funds, tax‑efficient strategies, and the use of third‑party managers and Unified Managed Accounts when appropriate; services are offered without a minimum account size and on both discretionary and non‑discretionary bases. Planning engagements are delivered as project‑based work with defined follow‑up windows (30‑day access for organizing sessions; 90‑day access for planning and insurance deliverables) and optional retainer arrangements for ongoing oversight.

Privé’s brochure highlights features that are less common for a solo independent adviser: explicit service lines for corporate and business clients (including pension/profit‑sharing and workplace retirement design), nonprofit and philanthropic coordination, and an integrated MFO structure with flat annual Heritage fees that include defined AUM caps and a uniform 0.35% overage rate. The firm also discloses a fee‑only insurance planning model and a planned affiliated insurance channel that would be compensated through inclusion of cash balances in AUM rather than product commissions, and notes it is a newly established adviser building its client base.