U.S. PRIVATE WEALTH
ASSISTING FAMILIES & ADVISORS IN MAINTAINING A LEGACY OF WEALTH AND GENEROSITY
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.
OUR INVESTMENT PHILOSOPHY
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.
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.
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.
ADVISORY TEAM
MICHAEL WALL
PRESIDENT AND CEO
CHIEF PORTFOLIO MANAGER
DALTON HELVEY
PORTFOLIO MANAGER
INVESTMENT ADVISOR REPRESENTATIVE (IAR)
STEVEN SNOWDEN
INVESTMENT ADVISOR REPRESENTATIVE (IAR)
CAROLINE HENDERSON
CLIENT ADVOCATE
SUPPORT STAFF
MAGGIE HERNANDEZ
DIRECTOR OF OPERATIONS
MARY HESKETT
CLIENT SERVICES MANAGER
NATHAN LEAMAN
EFFICIENCY CONSULTANT
Why Advisors Work With Us
INSTANT CREDIBILITY
U.S. Private Wealth founder Michael D. Wall’s history and credibility as a commentator and contributor on national media outlets for six years, including CNBC, Fox Business, Bloomberg, and others.
INSTANT AUTHORITY
Michael’s authority as a book author and content producer for Forbes and other national publications.
HIGH LEVEL POSITIONING
High Net Worth Practice coaching and training on how to position your firm and individual advisors with clients.
PROVEN MARKETING
New skills in advertising and marketing to ideal prospects through exclusive events and strategic relationships.
EXCLUSIVE ACCESS
The opportunity to join the Invest Well Show podcast for expert interviews, which can be used for targeted marketing and regional area referrals.
SIMPLIFIED COMPLIANCE
Removing the stress and headache of wondering if you are compliant and keeping up to date with the new regulations and filing requirements.
IMPROVED FEE STRUCTURE
The freedom to stop paying too much of your advisory fees to outside services and charge your clients what your services are actually worth.
DYNAMIC DEAL FLOW
Consistent access to new and attractive alternative deals with proven track records of mitigating market volatility and increasing opportunity.
IMPACTFUL GIVING
We are a brand committed to leaving a legacy of real change in the world through generosity and key relationships with charities and non-profits who are making a difference.
OUR OFFICE
4822 Northlake Blvd, Ste. A
Palm Beach Gardens, FL 33418
Email: Info@USPrivateWealth.com
Tel: +1(561) 855-4635
For any general inquiries, please fill in the following contact form:
CONTACT THE U.S. PRIVATE WEALTH TEAM
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