About Private Wealth Management
Private Wealth Management was established in 2008 at the height of the financial crisis. We made the move to an independent business model for two reasons: we could specialize in what we do best for our clients and there are no conflicts of interest by being associated with larger Wall Street firms or other financial institutions. We work for our clients and only our clients.
See Disclosures
General Information
Firm Start Year
2008
CRD#
2837924
Firm CRD#
39543
Name of Broker/Dealer
Cambridge
Name of Custodial Firm
NFS/Fidelity
Years of Experience in Financial Services
25
Number of Years with Current Firm
15
Advisory Services Provided
Wealth Management, Risk Management, 401K Rollovers, Financial Planning, Portfolio Management, Retirement Planning
Compliance
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$250,000
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892273/financialplanners-Private-Wealth-Management-detailed-disclosure.html
Disclaimer
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Private Wealth Management, Inc., are not affiliated. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. Actual client results will vary based on investment selection, timing, market conditions, and tax situation.