"Your Personal Chief Financial Officer"
We view our clients as the CEO, and we serve as our clients' Personal Chief Financial Officer by helping our clients manage and coordinate their financial assets.
Private Wealth CFOs was built from the ground up in the Washington DC Metro. We are businesses owners ourselves, so we understand the unique needs of business owners and professionals. At Private Wealth CFOs, our mission is to help our clients live better lives. We believe, together, with proper planning, we can do great things!
Your relationship is managed by a Private Wealth Advisor. Our Private Wealth Advisors are experienced and hold financial industry credentials such as the CERTIFIED FINANCIAL PLANNER™ certification or Certified Investment Management Analyst (CIMA®) designation. Advisors are supported by administrative and service associates who work with the back offices of our partner financial vendors, service providers, or custodians. In addition, we can work with our clients' trusted advisors to coordinate advice.
We have established relationships with seasoned financial providers to serve our clients.
OUR TRUST SERVICES
In addition, we offer Personal Trust Services for our clients. However, unlike the big national trust companies that may offer opaque, propriety investment products and a impersonalized toll-free phone number for customer support, we offer clients a close, local relationship. Our trust clients have the best of both worlds: professional trust administration services and individualized investment advisory services from a local wealth management firm.
Pricing & Fees
We are fee-based financial planners and investment advisors, which allows us to focus on the right solution for our clients without conflict of interest.
Without speaking with you directly, it is impossible to assess your fees. We have found that our clients are quite comfortable with the value we deliver relative to our fees.
Our Pledge to You
You deserve superior services at a fair price from your Private Wealth CFOs Advisor, who ensures that your highest financial interests guide your wealth pursuits.