Private Wealth Counsel

Private Wealth Counsel, LLC

Services

Wealth Management

In essence, wealth management is the process of integrating two core disciplines; financial planning and investment management. At Private Wealth Counsel, however, wealth management involves far more than simply conducting an investment plan or making an investment recommendation; it involves establishing a personal relationship with you.

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. Our comprehensive approach incorporates the detail of the planning and management services outlined here into one complete offering to help you reach your financial goals.

Investment Management

The professionals at Private Wealth Counsel provide active investment management services. Having a sound financial plan is an important first step toward achieving your financial goals, but it's not the end of the process. Selecting the appropriate investments for the financial plan to succeed takes a dedicated investment manager who knows the importance of thorough research and who has the experience and education to confidently manage investment portfolios.

Private Wealth Counsel provides unparalleled investment guidance and portfolio management services by focusing on the specific needs of each client. We take great care in the construction of an investment plan for each client that is unique to them and then take equal care to rigorously analyze and select appropriate investments for each account.

As an independent, fee-only investment manager, we are neither affiliated with a broker/dealer nor are we compensated to recommend or sell investment products. Our investment recommendations are therefore unbiased, allowing you to know with certainty that any recommendations we make, or any changes we make to your portfolio, are in your best interest.

Financial Planning

Are you on the right track for your retirement? Do you know what options are available to save for future college expenses? Do you have a strategy in place to accumulate wealth and reduce debt?

The professionals at Private Wealth Counsel can help you answer these questions. By reviewing your current financial condition, we can shed light on these often difficult to answer questions. Our process involves addressing several issues concerning your finances including retirement, tax and estate planning, college savings and debt structure. We also review your tolerances for risk in your portfolio, and conduct a portfolio review to help you better understand the positioning of your investments and the affect this has on the potential to meet your financial needs.