Overview
Private Wealth Management, Inc. (“PWM”) was established in May 2002 by Joseph P.
Horner, JD, LLM and Scott M. Robbins, JD, CFP.
PWM requires any principal providing investment advice to clients to have completed
college and obtained a post graduate degree, combined with having experience in the
financial services profession. PWM selects only those who have demonstrated a keen
knowledge of the financial and economic principals necessary for providing sound
investment advice.
PWM provides individualized non-discretionary investment management services to
individual clients. PWM provides investment consulting services that relate to matters
such as allocation of assets among different classes, portfolio diversification, managing
portfolio risk, and other general economic and financial topics. Account supervision is
guided by the stated objectives of the client (i.e., maximum capital appreciation, growth,
etc.), and all managed accounts will be maintained with an independent custodian.
PWM also provides a wide array of general personal financial planning services in
addition to investments. Services provided include, but are not limited to, retirement
planning, financial planning, personal tax and cash flow planning, estate planning,
insurance planning, divorce planning, college planning, compensation and benefits
planning, tax compliance and the preparation of financial analyses and personal
financial statements reflecting net worth, cash flow, and income tax projections.
PWM collects pertinent data from the client through personal interviews and written
questionnaires. A written summary may be provided to the client highlighting specific
recommendations to the client regarding their individual needs.
As of June 30, 2023, PWM has $681,641,854 of non-discretionary assets under
management.