U.S. Private Wealth, LLC

Michael Wall is a financial advisor with U.S. Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior experience includes roles at Wall Financial Group, Inc., Wall Private Wealth, LLC, and Wall Lassiter & Co, PA. Outside of advisory work, he owns Michael D. Wall, LLC, through which he authors books, hosts educational podcasts, and provides motivational and coaching services; he is also CEO of the nonprofit Go Live with Purpose, Inc. U.S. Private Wealth, LLC offers personalized financial planning and discretionary investment management to individuals, families, and high-net-worth clients, including pension consulting and family office services for households with $25 million or more in investable assets. The firm employs an active management approach that combines fundamental and technical analysis and provides ongoing financial planning without additional fees.

Steven Snowden is a financial advisor at U.S. Private Wealth, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual. Outside of advising, he is involved in operating a Chili's franchise. U.S. Private Wealth provides personalized financial planning and discretionary investment management to individuals and families, including high-net-worth clients, and offers pension consulting and family office services. The firm employs an active management approach that combines fundamental and technical analysis, tailoring portfolios to client objectives and risk tolerance.

Dalton Helvey is a financial advisor at U.S. Private Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Wall Wealth Management and VFG Associates, LLC. He is also involved in managing Lionkey Capital, LLC, a hedge fund affiliated with U.S. Private Wealth. U.S. Private Wealth provides personalized financial planning and discretionary investment management to individuals and families, including high-net-worth clients, and offers pension consulting and family office services. The firm follows an active management approach that integrates fundamental and technical analysis, tailoring allocations to client objectives and risk tolerance.