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Health and Wealth white paper

Health and Wealth: Five Strategies for Medical Expenses

By Dana / January 27, 2026

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Investment Advisory Services offered through Private Wealth Asset Management
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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 Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Investments®, Members NYSE, SIPC. 1035216.2.0

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.

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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