Omaha, NE – Private Wealth Assessment Management announced today that it is recognized as one of America’s Top Financial Advisory Firms 2025 by Newsweek and Plant-A Insights Group. Newsweek and Plant-A Insights Group recognized the top financial advisory firms in the United States by conducting a large-scale study based on the analysis of over 15,000 financial advisors registered with the SEC.
“We are honored to be recognized by Newsweek and Plant-A Insights Group as one of America’s Top Financial Advisory Firms for 2025. This recognition is a testament to the deep trust our clients place in us and the unwavering commitment of our team to deliver thoughtful, personalized advice. At Private Wealth, we believe in surrounding our clients with the people, insights, and care they need to navigate life’s complexity with confidence. I’m incredibly proud of the culture we’ve built—one that puts people first and never stops striving for excellence.” – Kimberly Cappellano, CEO, Private Wealth Asset Management
PWAM’s success is driven by a team-focused approach and a dedication to providing strategic, personalized financial planning. With a strong emphasis on family philanthropy, legacy planning, and charitable giving, PWAM is committed to empowering clients to achieve their financial goals while building lasting legacies.
For more information about PWAM’s services or to schedule an interview, please contact:
Kimberly Cappellano | Chief Executive Officer
kimc@privatewealth.com | 402-246-5423
Private Wealth Asset Management
www.privatewealth.com
Omaha, NE
About Private Wealth Asset Management
Private Wealth Asset Management (PWAM) is a leading RIA firm headquartered in Omaha, Nebraska, offering comprehensive wealth management solutions to individuals, families, and business owners. PWAM specializes in legacy and philanthropic planning, providing expert guidance to help clients navigate complex financial landscapes and achieve long-term financial success.
