Forbes 2024 Top RIA Firms badge

Private Wealth Asset Management Named One of Forbes’ Top Registered Investment Advisory Firms for 2024. Learn more here →

private wealth
Contact Us

Growing and
protecting your wealth

is just the beginning.

We serve families and institutions to foster legacies that span generations.

Successful Families
Endowments & Foundations

Successful Families

Comprehensive planning tailored to fit the unique needs of you and your family.

Schedule a strategy session

Preserving and growing your family legacy starts with
granular planning.


We navigate the nuances of family dynamics with grace and respect. Every situation is unique and we invest the time to build empathy and trust.

Services5

wealth planning

Investment management

Your dedicated team of Certified Investment Analyst Managers and Chartered Financial Analysts ensures personalized service.

  • Strategies are designed to create a clear roadmap to achieving the family’s goals and objectives
  • Spend less time researching and more time doing what you love
  • Never worry that you’re missing
    an opportunity
wealth planning

Risk management and insurance

We help you evaluate and select P&C and health insurance that suits your specific needs.

  • Our specialists source solutions based on your priorities
  • Structure your policies with your family and assets top of mind
wealth planning

Accounting Services

Keep your books in order and streamline accounting and payment processes to save time and energy.

  • Manage the flow of financial data and keep your records up-to-date
  • Have an accurate balance sheet at
    your fingertips
  • Bill Pay, Monthly P&Ls, Balance Sheets
wealth planning

Tax planning

We ease the tax data collection burden by providing a comprehensive tax preparation folio based on the most current tax law.

  • Minimize your liability with
    strategic planning
  • Maximize deductions with asset management
  • Optimize opportunities to preserve wealth
wealth planning

Wealth Planning &
Financial Planning

Planning to help you meet your short-term needs and long-term goals.

  • Identify and establish goals for yourself, your family, and your future
  • Lifestyle and cashflow planning
  • Retirement roadmap
  • Estate planning to care for those you hold most dear
  • Strategic wealth planning
wealth planning

Trust Services

Create a wealth plan that spans generations through trust planning and execution.

  • Administration of revocable and
    irrevocable trusts
  • Special needs trust administration
  • Sourcing for corporate trustee
  • Fiduciary responsibility and confidentiality
wealth planning

Private Banking

The resources you need to leverage wealth and move money effectively:

  • Utilize fiduciary lending when it offers
    an advantage
  • Move money between markets and business
  • Access the capital you need, when you
    need it
wealth planning

Philanthropic planning

Our experts take a deep dive to understand your charitable goals and tailor your philanthropy plan to maximize your impact in supporting the organizations you care about. Helping you with investment vehicles such as:

  • Donor-Advised Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Private Family Foundations

Endowments & foundations

Maximize your impact
and focus on the mission.

Schedule a strategy session
Family Dynamics in Business Transition Planning
collage

We believe in making every dollar count to maximize your reach and ability to serve your foundation and community. From asset management to accounting, we help support you so you can build a better future.

Our experts manage assets and investments using specialized knowledge, technology and skills developed across decades of experience, allowing you to focus on your responsibilities while we manage your portfolio to grow and support the core mission.

Outsourced CIO Services

Our flexible Outsourced Chief Investment Officer services are tailored to suit your organization’s specific needs. Partnering with your in-house team, we provide back-office support, governance, asset management, investment strategy, and portfolio management.

See All CIO Services

Natural Resource Asset Management

Private Wealth advisors hold the highest designations in oil, gas, minerals, and real estate. Our extensive field expertise and cutting-edge technology give us unparalleled capabilities to oversee, manage and optimize your natural resource gifts.

Resources

See All

Why private wealth?

Trust is everything in wealth management.

Our client-centric model prioritizes you above all else. We are here for you with a dedicated team you can access at all times.

Getting started

Bring your financial vision to life.

1

Explore

We bring all stakeholders, family members, and trusted advisors together and get to know every piece of your world to prepare for a true partnership.

2

Plan

We customize a strategy to drive your investments, and future, into motion. Full transparency and hands-on team planning create the baseline for success.

3

Action

We keep all of your trusted advisors in the loop, managing the day to day to deliver opportunities as they are researched and revealed.

Spend more time on the things that matter.

Schedule a Strategy Session

Newsletter

Expert insights delivered straight to your inbox.

We write to our friends and family every few weeks or so with big news, big ideas, and big updates. Sign up now and get the inside track.

wealth planning
hanging with grandson

Investment Advisory Services offered through Private Wealth Asset Management
1901 Howard Street, Suite 312 Omaha, Nebraska 68102
www.privatewealth.com

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.

This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.

Private 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.

Private 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.

There 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 Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1035216.1.0

Private 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.

© 2024 Private Wealth. All rights reserved. Sitemap.