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OV E R V I EW


Financial and Advisor y Services


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RIVATEWEALTH PARTNERS, LLC is an employee-owned registered investment advisory firm. PWP has been servicing the investment management needs of high


net-worth individuals, families and charitable organizations for over three decades, with many relationships spanning multiple generations. Our enduring relationships are a testament to our


independent and long-term investment focus. Our goal is to provide unparalleled service while helping our clients achieve their financial objectives. In addition to extensive portfolio management


experience, we have complementary backgrounds in securities analysis and trading, investment banking, real estate, taxation and law. Our management team brings a diversified background to each investment decision.


What makes us different? • Effective communication and reporting with “boutique feel” • Clients have direct access to experienced decision makers • Customizable portfolio management based on a client’s individual goals and objectives • Cycle tested management team • Investment philosophy focused on capital preservation, growth, yield, and tax-efficient returns • Proprietary investment research process • Full transparency • The client is our #1 priority


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