History & About Us
Private Wealth Partners, LLC (“PWP”) is an employee-owned SEC registered investment adviser. PWP has been servicing the investment management needs of individuals, families, and charitable organizations since 2005. The senior principals of PWP have over forty years of investment management experience with many client relationships spanning multiple generations.
Our enduring relationships and history are a testament to our independent and long-term focus to provide you, our clients with wealth related advice in areas such as investment management, financial planning, estate planning, tax strategies and client services. Together these services serve our mission at PWP to be your financial guardian and to help achieve your financial goals and objectives. We strive to work with you as clients to maximize the realization of your personal financial milestones.
As a fiduciary, we are committed to always placing our client's best interests first. We will strive to act with the skill, diligence, care and sound judgement that one would expect from a prudent and professional independent investment adviser. We are a fee-only firm. We do not receive any commissions on any investments or products that we may use in our investment strategy. We are not affiliated with any bank or broker. We seek to eliminate or mitigate conflicts. Being a responsible fiduciary also means that we will fully disclose and fairly manage any potential conflicts that could arise. We have a designated compliance officer whose responsibility includes oversight of the firm's fiduciary duties and Impartial Conduct Standards. Please refer to our brochure for more information on fees, affiliations and related matters.
In addition to extensive portfolio management experience, we have complementary backgrounds in securities analysis, trading, investment banking, real estate, taxation and law. Our management team brings diversified backgrounds and unique viewpoints to services offered.
What Sets Private Wealth Partners Apart?
Our intent is to develop a long-term relationship with you in order to guide you through the ups and downs of markets, as well as whatever else life may throw your way. Our collective experience allows us to provide tailored service to you and yours while we assist you with developing a fully customized portfolio to meet your unique needs.
With complementary backgrounds in securities analysis, trading, investment banking, real estate, taxation and law, our team brings diversified experience and unique viewpoints to each recommendation we offer.
What You Can Expect
When We Work Together:
The perspective of many is more powerful than the mandate of one. At Private Wealth Partners, each of our team members are available to service your needs and collaborate in order to provide the most effective support.
Our motivation lies in reaching beyond our “role”. When it comes to offering educated recommendations, we are never satisfied with the bare minimum. Our team is always researching and expanding our knowledge, resources and solutions in order to offer dependable guidance.
When it comes to work, balance is key, both in and out of the office. We’re truly a fun team that looks forward to getting to know what makes you, you - beyond the numbers. Whether you enjoy hiking, reading, traveling or a nice glass of wine now and then, we want to get to know you, both personally and professionally.
With a “get it done” attitude, we’re driven to do what is necessary to help you prosper. We strive to put the effort in to go above and beyond for you and your loved ones. Above all else communication is key and if for some reason we aren’t able to assist you, we’ll refer you or help you find a solution that meets your needs.
Understanding Your Goals
As a fiduciary, we’re dedicated to utilizing our client-focused values to help you define your needs, goals and risk profile as we implement strategies with you in mind.