Let’s set up a strong Q4 finish!
September always sneaks up like the friend who “just happened” to be in the neighborhood. The good news? We still have a meaningful runway before year-end—and a smart September can make Q4 feel less like a sprint and more like a confident stride.
At Private Wealth, our commitment is not only to guide our clients through market cycles, life transitions, and legacy planning, but to do so with intention and clarity. This year has brought both challenges and opportunities across the financial landscape, and I’m proud of how our team has continued to lead with wisdom, precision, and purpose.
A quick note on the environment: volatility tends to rise as the calendar shortens and headlines lengthen. That’s okay. Discipline and process—not predictions—are what compound over time.
One of the most exciting parts of Q3 has been expanding our team. We’ve welcomed new advisors and associates across several offices, and it’s energizing to see Private Wealth growing in ways that directly serve our clients better. Every addition strengthens our ability to deliver personalized strategies, seamless service, and the depth of expertise families and business owners rely on us for. Watching our firm evolve while staying true to our client-first mission is one of the most rewarding parts of my role.
If you’d like a fresh set of eyes on your plan (or you just want someone to translate market-speak into plain English), our team is ready.
👉 Schedule your September strategy check-in: [Book a time with us]
Wishing you a productive month, a peaceful routine, and just enough pumpkin spice to keep things interesting.
Warmly,
Kim Cappellano
Private Wealth Welcomes Three Dynamic Team Members to Support Continued Growth
As Private Wealth Asset Management continues to expand its reach and deepen its commitment to client service, we’re thrilled to welcome three outstanding professionals to our growing team: Madison Vestweber, Michael Leabo, CRPS®, and Daphne Debus. Each brings unique experience, passion, and perspective to our mission of providing personalized, values-based financial planning.
Madison Vestweber, Associate Wealth Advisor, joins us with a dual degree in Finance and Marketing from the University of Iowa Tippie College of Business. Based in Des Moines, she plays an integral role in delivering tailored strategies for clients by supporting advisory operations, conducting research, and contributing to internal initiatives that enhance client experience. Madison is also an active member of the West Des Moines Young Professionals group. Outside the office, she finds joy in cooking, travel, and spending quality time with loved ones.
Michael Leabo, CRPS®, also joins the advisory team as an Associate Investment Advisor. With five years of experience in financial services and a strong academic foundation from the University of Iowa, Michael is passionate about helping clients bring their financial plans to life. He holds multiple licenses and designations, including the Chartered Retirement Plans Specialist (CRPS®), and serves on the Private Wealth Investment Committee. He’s also deeply involved in his community through Junior Achievement and Big Brothers Big Sisters.
Daphne Debus comes to us as a Client Associate and immediately strengthens our client service team. She brings strong attention to detail and a commitment to operational excellence, managing meeting coordination, document processing, and more. Originally from Elgin, Texas, Daphne now lives in Omaha and is a proud military spouse, frequently volunteering at Offutt Air Force Base. She’s an avid sci-fi reader, art lover, and global traveler—and she brings that same curiosity and care into every client interaction.
Please join us in giving a warm welcome to Madison, Michael, and Daphne as they continue to shape the future of wealth management—right alongside the clients and communities we proudly serve.
Why It Matters:
AdvisorHub’s list is more than a popularity contest—it’s a rigorous evaluation of scale, growth, professionalism, and client impact. So, landing four spots? That’s a clear sign PWAM isn’t just competing—we’re leading privatewealth.com.
What It Means for You:
When you partner with Private Wealth, you’re tapping into an award-winning team that’s recognized nationally but acts deeply in your community, with your ambitions, and for your family legacy.
Team-Building with Purpose: Private Wealth Iowa at Wildwood Hills Ranch
Last week, our Iowa-based Private Wealth team took time away from the office to reconnect, refocus, and recharge—together. We headed to Wildwood Hills Ranch for a team-building experience that was as meaningful as it was memorable.
At Private Wealth, we believe that the best way to serve our clients is by first investing in our people. Whether we’re helping a family plan for the next generation, guiding a business owner through a transition, or walking someone through retirement, everything starts with strong internal relationships and a shared mission. Our time at Wildwood Hills Ranch gave us a moment to reflect on that mission—and strengthen the bonds that make it all possible.
More than just a picturesque escape, Wildwood Hills Ranch is a nonprofit organization doing incredible work right here in our community. They provide educational and leadership development programs for children from at-risk backgrounds, empowering them with skills and hope for a brighter future. Being at the Ranch reminded us that real impact often starts in our own backyard—and that financial wellness can be a tool for lasting change, not just for individuals, but for entire communities.
We left the day not just as better teammates, but as more grounded professionals—more inspired than ever to serve our clients with empathy, excellence, and heart.
*Investment Advisory Services offered through Private Wealth Asset Management, LLC.