Private Wealth Advisors

Private Wealth Advisors provides portfolio management, investment consulting, and financial planning for individuals (including high‑net‑worth clients) and for institutional clients such as pension and profit‑sharing plans, charitable organizations, corporations, and state or municipal entities. Services include ongoing investment supervision, preparation of Personal Investment Policy Statements, and written financial plans delivered after in‑depth fact‑finding.

The firm uses a blend of fundamental, technical, quantitative, and qualitative analysis and offers large‑cap core equity (growth at a reasonable price) and active fixed‑income strategies, with the option to employ both long‑ and short‑term purchases and option writing. Accounts are handled on both discretionary and non‑discretionary bases; as of March 2025 the firm reported about $4.14 million in discretionary assets and $4.74 million in non‑discretionary assets, with a majority of AUM managed non‑discretionarily.

Compared with typical solo independent advisers, the firm is notable for its roster of institutional client types and for incorporating market‑timing elements (technical analysis, short‑term trading and options) into its processes, practices that are uncommon among peers. The firm’s principal also has prior experience in real estate sales and as a registered securities representative, a background disclosed in the brochure that differs from many similar single‑adviser practices.