If you think that planning for the biggest financial event of your life is a good idea and prefer an approach other than “wait and see,” what can you do to make sure your company is ready to sell when you decide the time is right? Step One: Define your exit objectives: Step Two: Convert …
Are You and Your Company Candidates for a Third-Party Sale? Read More »
To cap off one prolific year in Cedar Rapids, we were thrilled to welcome guests to our beautiful new home at 411 6th Ave. SE, Suite 360. Known locally as the former Smulekoff Furniture Warehouse, we are proud to be part of the revitalization of this Cedar Rapids hallmark. Thank you to everyone who was …
We Have a New Home in Cedar Rapids…and It’s Incredible Read More »
Building a family business is challenging – takes more than blood, sweat and tears to create a successful company. The family business becomes part of your soul. The last thing you want to see is a divide between the people you love OR miss an opportunity because of family conflict. According to the Colorado–State of …
Prevent Family Turmoil & Successfully Plan Your Family Business Transition Read More »
Investment Advisory Services offered through Private Wealth Asset Management
411 6th Ave. SE, Suite 360, Cedar Rapids, IA 52401
www.privatewealth.com
This website is offered for information purposes only and should not be construed as an offer of personal investment advice. This website does not take into account your particular investment objectives, financial situation, or needs and does not create a binding obligation on Private Wealth Asset Management or its representatives to enter into any transaction with you. Use of any specific strategy or particular investment advice does not assure a profit or avoidance of loss. Past performance is not indicative of future results.
1This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.
2Private Wealth Asset Management does not offer insurance policies or other insurance services. We may make recommendations of a particular insurance broker. We do not receive payments for such referrals.
3Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.
4There is no form of partnership or legal affiliation between Fidelity Investments and Private Wealth Asset Management nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1035216.1.0
5Private Wealth provides some of these services directly. In cases where it does not, Private Wealth will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the client’s Financial Services Agreement. In the event Private Wealth uses other providers, the client will pay that provider directly. This is in addition to any advisory fees the client pays to PW. PW may have pre-existing business relationships with selected service providers; PW does not receive any referral fees, percentages of payments by clients to service producers, or any other form of compensation associated with selection of a particular service provider.
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