Bespoke Advisory Services

Investment Management

Our in-house dedicated investment and trading team will provide:

  • Active direct-investment in high-quality individual equity securities—never with a kickback or commission, as is so often common at large banks acting as advisors.

  • A thematic approach to investing informed by cycle-tested experience and institutional sources for in-depth independent strategy & research.

  • Direct investments in equity, fixed-income and structured note securities to avoid fee layering and never with a commission.

  • A seasoned trading team with sophisticated systems at their disposal that enables trading across all product types & markets utilizing multiple trading venues while seeking best execution practices.

  • Access to alternative investments in reduced fee institutional share classes unavailable to the public, spanning private equity, credit and multi-asset funds—never with a commission.

Get in contact with the PWP team to discuss a personalized investment strategy.

Client Services

As a PWP client, our responsive and energetic client services team will be your personal administrative assistant, helping you by:

  • Streamlining and assisting you with paperwork, making it easy to navigate and complete.

  • Completing client initiated cash movements & charitable gifts.

  • Answering any and all questions or pointing you to the relevant expert on the topic.

  • Providing customized reports via our client portals that greatly enhance your finances beyond brokerage account statements.

Get in contact with the PWP team to learn more about our exceptional client service.

Tax Strategies

It’s what you keep that counts. PWP works to invest in the most tax-effective manner, informed by four decades of experience with estates and trusts:

  • Strategized selling with tax efficiency in mind.

  • Ongoing tax loss harvesting to exit and re-enter share lots to mitigate overall taxes owed.

  • Deferring realized gains by using hedging techniques via options and/or personalized portfolio management.

  • Finding near-equivalent income opportunities via structured products to convert basic income into capital gains for tax-efficiency.

Get in contact with the PWP team to learn more about our personalized tax strategy.

Estate Planning

We have extensive experience with generational estate wealth transfer, which can be quite technical and complex. End of life is a very complicated situation with deteriorating mental acuteness. We believe a boutique advisor such as PWP is an ideal place for the eventual wealth transfer. You want an advisor that can do all of the following:   

  • Protect and grow your existing wealth with minimal fees and never a commission.

  • Minimize inheritance taxes with Return On Capital investments (capital gains are ‘stepped-up’ to the date of death, making tax strategies extremely attractive for those who know what they are doing and have experience on this topic).

  • Pass your legacy on to your heirs on your terms.

  • Create mechanisms for charitable giving.

Get in contact with the PWP team to collaborate regarding your estate plan.

Basic Financial Planning

Using a comprehensive financial planning tool, PWP can partner with you to help develop a financial plan for your family’s personal needs. We can help: 

  • Establish your short- and long-term goals, such as funding education, retirement, and long-term healthcare needs.

  • Determine the most effective financing structure for your business and/or property.

  • Evaluate cash flows to determine an attainable budget.

  • Analyze the effect of various investment profiles and plans on your portfolio and cash flows.

Get in contact with the PWP team to get started on your financial roadmap.

How Do We Get There?

Depending on your location and preferences, we’ll begin our relationship by getting to know you in person or over the phone, as we gain insight into your circumstances and explain the scope of our services.

With adaptability in mind, we’re open to meeting you at our office or utilizing technology to meet virtually. We believe in being accessible and available to address your most pressing concerns.

T O G E T H E R W E W I L L

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.