Omaha, NE – Private Wealth Asset Management (PWAM) is thrilled to announce its recognition as one of Forbes’ Top Registered Investment Advisory (RIA) Firms for 2024. This prestigious accolade, which highlights the nation’s leading RIA firms, is significant and we are proud to be ranked among the top firms in the nation. PWAM is honored to be ranked #207 nationally.
The Forbes Top RIA Firms list, compiled in partnership with SHOOK Research, celebrates the highest standards of service, expertise, and commitment to excellence within the financial advisory industry. This year’s selection process was highly competitive, with a starting pool of 46,212 nominations. The rigorous assessment included surveys, interviews, and virtual evaluations, ultimately narrowing the list to the top 1% of firms across the country.
“To be recognized among the nation’s top RIA firms is a tremendous honor,” said Kimberly Cappellano, CEO of Private Wealth Asset Management. “This achievement is a testament to the dedication and expertise of our entire team, whose commitment to delivering outstanding results for our clients drives our every decision. We are deeply grateful to our clients and partners for their continued trust and support.”
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.
