Cedar Rapids Team

A Better Approach to Private Wealth Management

for Cedar Rapids

We are your family office that’s committed to providing expert counsel exclusively to families and institutions.

Who We Are

Local Partners Intensely Focused on Your Success

Our privately held, independent wealth management and planning consulting firm serves as a multi-family office to successful business owners, families with generational wealth, people with unique or complex financial situations, and wealth creators who are in need of sound financial planning.

Services

Estate Planning

Legacy Planning and Multi-Generational Wealth Transfers

Lifestyle and Cash Flow Planning

Pre-Sale and Business Transition Planning

Intentional Philanthropy and Gifting

Custom Portfolio Management

Tax-Aware Investing

Comprehensive Risk Management

Banking and Liquidity Management

True independence and fiduciary advice serve as the foundation for our body of work and through this, we help our clients avoid the potential unintended consequences of critical wealth decisions. Navigating the world of financial, legal, tax and risk management is challenging for many families, but we built our firm around being solution-agnostic and bringing the right team to the table when these opportunities arise.

Our Team

Preferred for our compassion and dedication.

Kim Cappellano

Chief Executive Officer, Founding Partner

A founding partner of Private Wealth Asset Management, Kim has over 20 years of financial planning and wealth management experience. She excels in philanthropic services for nonprofits and private family foundations and brings trust and...

Wendy Brekken, J.D.

President, Chief Wealth Planning Officer

As the Chief Wealth Planning Officer, Wendy leads the strategic direction and delivery of comprehensive wealth planning services to high-net-worth individuals and families. She lends her experience and expertise in guiding clients through complex and...

Heather Fortune Vestweber

Founding Partner, Wealth Advisor

Heather Fortune Vestweber is a founding partner of Private Wealth Asset Management with more than 30 years of experience guiding clients in defining their priorities and developing strategic plans for financial success....

Chris Casey

Founding Partner, Investment Strategist

Chris Casey is a founding member of Private Wealth and a member of our Investment Committee. She specializes in creating unique income solutions for clients after they retire or sell their business or other assets....

Beth Rodriguez

Client Relationship Specialist

Marissa Bormann

Director of Operations

Tonya Weber

Senior Client Associate

Hayden Passmore

Associate Investment Advisor

Hayden serves as an Associate Investment Advisor in the Cedar Rapids office, where he manages client relationships, conducts review meetings and develops comprehensive, customized financial and investment plans. He also......

Specialized Resources

Private Wealth Asset Management Overview: Cedar Rapids Team

Contact Us

Talk to an Advisor on Our Cedar Rapids Team

Reach out to learn more or schedule a strategy session. Our team will respond to you within 48 hours.

Cedar Rapids Office

411 6th Ave SE, Ste 360
Cedar Rapids, IA 52401
P | 319-308-6600