A complete list of active advisors currently associated with Private Wealth Services, LLC
Warmer can help you find a great advisor at Private Wealth Services, LLC or one who fits your needs even better.
Private Wealth Services, LLC primarily serves individuals, trusts, profit‑sharing plans and business entities by referring prospective clients to third‑party registered investment advisers and acting as a solicitor; the firm does not manage client assets or accept discretionary investment authority. It also offers standalone financial planning and consulting services delivered through a structured Life and Legacy process and charges negotiable hourly or fixed fees for those engagements. When making referrals PWS reviews whether third‑party advisers are properly licensed and provides disclosure documents describing the solicitation arrangement, leaving the decision to retain any adviser to the referred party. For clients who engage PWS directly for planning, the firm provides written analyses and periodic reports rather than providing ongoing portfolio management. Compared with many investment‑manager firms, PWS is notable for relying on referral fees from third‑party advisers instead of percentage‑of‑assets‑under‑management billing and for offering fee‑for‑service planning work. The firm is also a licensed insurance agency and may recommend and place insurance products for clients, a relationship the brochure discloses as a potential conflict of interest.
To learn more about the advisors currently working at Private Wealth Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cranberry Township, PA
| 39
|
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