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U.S. PRIVATE WEALTH

ASSISTING FAMILIES & ADVISORS IN MAINTAINING A LEGACY OF WEALTH AND GENEROSITY 

 

OUR INVESTMENT PHILOSOPHY

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I. 

 

We believe that consistent earnings growth, proven management, and sustainable competitive advantage are key aspects to identifying and investing in a portfolio of well diversified companies through fundamental research and analysis.

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II. 

 

To supplement this, we also believe that utilization of well-vetted, off-market, alternative investments provide decreased volatility and market risk. Through on-site visits and meetings with company management, these alternative assets provide a valuable strategy to implementing a comprehensive portfolio.

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III. 

By integrating each of these components and following a disciplined investment process we are able to help provide clients with risk mitigation, appropriate diversification, and the ability to achieve their investment goals.

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ABOUT US

U.S. Private Wealth is an independent, boutique registered investment advisor RIA wealth management firm addressing advisory needs and providing investment solutions for affluent individuals and families. We assist families and advisors in maintaining a legacy of wealth and generosity.

 
 

OUR TEAM

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MICHAEL WALL

PRESIDENT AND CEO

CHIEF PORTFOLIO MANAGER

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NATHAN LEAMAN

CHIEF OPERATING OFFICER (COO)

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DALTON HELVEY

JUNIOR PORTFOLIO MANAGER

INVESTMENT ADVISOR REPRESENTATIVE (IAR)

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JOSEPH FEATHERSTONE

INVESTMENT ADVISOR REPRESENTATIVE (IAR)

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MAGGIE HERNANDEZ

DIRECTOR OF CLIENT SERVICES

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STEVEN SNOWDEN

INVESTMENT ADVISOR REPRESENTATIVE (IAR)

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DAVID MERRILL

DIRECTOR AND VIDEOGRAPHER

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MADELINE COGGINS

DIRECTOR OF DIGITAL MEDIA AND EVENTS

 

FOR NEW ADVISORS

LEARN ABOUT OUR STRATEGY AND HOW IT SETS US APART FROM OTHER INVESTMENT ADVISORY FIRMS. 

Contact Our Office to Learn More About How to Partner with USPW.

EFFICIENT PORTFOLIO™

ALTERNATIVES &
PRIVATE EQUITY

Our trademarked and propriety process that provides our clients with a holistic financial strategy unmatched in the industry. 

Access to off-market investment opportunities that are consistent and provide a differentiated approach for clients.

FINANCIAL HOUSE

VARIETY OF WAYS TO PARTNER

Our communication vehicle to help clients understand the most appropriate way to structure their portfolio to see their individualized needs. 

Whether you are interested in working directly for USPW or operating under our R.I.A, there is an avenue for you. 

ADVANCED TAX PLANNING

TRAINING 
& SUPPORT

Unique tax strategies available to higher net-worth individuals and families that are a key part of our holistic approach. 

A formal training program that teaches you our proven approach through video content, practice, and feedback. 

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OUR ADDRESS

Email: info@usprivatewealth.com
Tel:  +1(561) 855-4635

For any general inquiries, please fill in the following contact form:

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CONTACT
THE U.S. PRIVATE WEALTH TEAM

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