6|21 Private Wealth

6|21 Private Wealth provides financial planning, investment management, retirement plan management, and advisory services to a small, selective client base that includes retirement plan sponsors, family offices, foundations, and a limited number of individuals. The firm also conducts educational seminars for groups and may recommend third‑party Outside Managers to implement discretionary portfolio mandates.

The firm’s investment approach emphasizes diversified asset allocation built around low‑cost ETFs and index funds, occasional individual securities and bonds held to maturity, and consideration of private markets and alternative strategies when appropriate. 6|21pw offers both tailored and Model Portfolio strategies, manages accounts on a discretionary basis, and provides clients with portfolio analytics, performance reporting, and periodic rebalancing.

Noteworthy distinctions include the firm’s small scale — roughly $12 million in client assets — and recent, disclosed affiliations: a concluded common‑ownership relationship with another advisory entity that continues as a business‑services arrangement, and common ownership of an affiliated insurance brokerage by a principal, each identified in the brochure as potential conflicts of interest. The brochure also highlights the firm’s use of model/illustrative portfolio results and client-facing performance analytics, and its offer of educational workshops — features that are less common among similarly supported firms.