Private Wealth Named One of Newsweek’s America’s Top Financial Advisory Firms 2025. Learn more here →

PWAM Named One of Forbes’ Top RIA Firms for 2024. Learn more here →

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Chris Casey

Chris Casey

Founding Partner

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Historical Relationship Tenure: 

13 years

Years of Experience: 

37 years

Educational Background

  • Troy State University, BA, Finance

Designations/Certifications/Classes

  • Graduate, ABA School of Banking Colorado
  • Graduate, Cannon Trust School I & II
  • Graduate, Wells Fargo Business Succession Planning I & II
  • Graduate, Wells Fargo Family Dynamics Training

Community Involvement

  • Served on the Investment Committee, Development Committee and Linn County Grant Committee of the Greater Cedar Rapids Community Foundation

Other Notable Information

  • Niche is unique income solutions for clients after they retire or sell their business or other assets
  • Member of our Investment Committee
  • Leads the firm’s asset allocation and optimization process to create efficient investment portfolios
  • Board of the Greater Cedar Rapids Community Foundation, and served on their Investment Committee, Development Committee and Linn County Grant Committee
  • Past President of the Cedar Rapids Public Library Foundation Board

Investment Advisory Services offered through Private Wealth Asset Management
1100 Capitol Avenue, Suite 200, Omaha, NE 68102

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.

This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.

Private 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.

Private 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.

There 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

Private 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.

The Forbes Top RIA Firms 2024 rankings (as of 03/31/2024, published October, 2024), provided by SHOOK®Research, LLC. are based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.  Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

The Newsweek America’s Top Advisory Firm 2025 rankings (as of September 2024, published April 2025), provided by Plant-A Insights Group and Newsweek are based on asset performance, client performance, adviser expertise and client ratio, breadth of service offerings, and conflicts of interest.  A score is calculated for each firm; the top 750 Financial Advisory Firms have been recognized as America’s Top Financial Advisory Firms 2025.  Plant-A Insights Group and Newsweek do not receive compensation in exchange for placement on the ranking.

 

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