About Us

Private Wealth Partners, LLC is an employee owned registered investment adviser. PWP has been servicing the investment management needs of high net-worth individuals, families, recognized institutions and charitable organizations for over three decades, with many relationships spanning multiple generations.

Our enduring relationships are a testament to our independent and long-term investment focus. Our goal is to provide unparalleled service while helping our clients achieve their financial objectives. During periods of market fluctuations, we strive to work with our clients to maximize the realization of their personal investment 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, broker or financial institution. We operate in a conflict-free environment. 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.

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 each investment decision.

At Private Wealth Partners, LLC we work as your personal investment adviser offering you investment advice and portfolio management for individual, family, trust, charity and retirement accounts. We serve clients nationally but predominantly in California.

© 2017 by Private Wealth Partners, LLC. All rights reserved.