St. Louis Team

A Better Approach to Private Wealth Management

for St. Louis

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

Custom Portfolio Management

Tax-Aware Investing

Lifestyle and Cash Flow Planning

Legacy Planning and Multi-Generational Wealth Transfers

Comprehensive Risk Management

Estate Planning

Philanthropy and Gifting

Banking and Liquidity Management

Pre-Sale and Business Transition Planning

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.

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...

Jeffrey Steiner

Partner, Senior Portfolio Manager

Jeff is a Partner and Senior Portfolio Manager at Private Wealth Asset Management, bringing over 30 years of experience to his role. He is dedicated to helping clients at all stages of life—ranging from seniors...

Timothy Durbin

Partner, Managing Director

As a Partner and Managing Director for Private Wealth’s St. Louis office, Tim is responsible for client relationship management and community engagement. He enjoys working with his client families to manage their overall financial plan......

Mandy Jones

Client Relationship Specialist

As a Client Relationship Specialist, Mandy provides a high level of client services and support, handling information in a secure and discreet manner. Her experience includes a variety of clientele, including business partners......

Specialized Resources

Private Wealth Asset Management Overview: St. Louis Team

Contact Us

Talk to an Advisor on Our St. Louis Team

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

St. Louis Office

1 N Brentwood Blvd, Ste 720
St. Louis, MO 63105
P | 314-314-6741