As a wealth management client of Private Wealth Counsel, you can expect us to take a highly customized approach to learning about you, your needs and your goals. As part of this process, we evaluate your unique needs, integrating strategies as they are needed to help you build wealth, preserve wealth and transfer wealth. As examples of our commitment, please read about some of the ways in which we have served our clients.

Life-long employee; newly retired

Matthew and Janet found themselves in the enviable position of retiring in “comfort”. Matthew had spent his entire career of 40 years with the same firm, and had done an exceptional job of diligently saving and investing for his retirement. Now he wanted to know if the retirement he dreamed about was available to him… READ MORE

Career executive; unbalanced portfolio

It’s not often that you meet people who have spent their entire career with the same firm, but Tony very nearly did just that. Twenty years of executive incentive compensation packages had left him with a whale of a portfolio, which was almost entirely concentrated in the stock, and stock options, of his company. Tony knew that he was going to need a sophisticated strategy for unwinding his portfolio to help him mitigate the effect on his taxes that selling these investments would cause… READ MORE

Recently widowed; complicated finances

Margaret recently came to us, having recently lost her husband. Though she had been well provided for financially, she was unsure about how she would manage her investments, given she had so little to do with them before. In fact, she was even unsure how she would pay her bills as her checking account was almost empty, and she was terrified at the thought that she would run out of money… READ MORE

Inherited wealth; uncertain future

Several years ago, Bill and Gina inherited a sizable sum of money. The inheritance had changed their financial condition considerably, and even though they were doing well financially from their two-income household, they chose to indulge a bit. It wasn’t long before they realized that their portfolio wasn’t going up in value, and what once seemed like a lot of money, now seemed like disappointingly little. With college tuition on the horizon for their twin boys, they were getting worried… READ MORE