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.
We work with clients on three basic levels:
Firm Minimum: $1,000,000+
Private Wealth Division: $25,000,000+
We offer unique solutions for professionals, i.e., doctor groups, attorneys and business owners.
Our Investment Philosophy
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.
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.
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.
Our core values
We are community driven and passionate about supporting charities and non-profits, especially those who help children in need and fight human trafficking. We believe that it is more important to leave a legacy of generosity than to commit resources to the overhead of having our name on skyscrapers in every city.
about our founder
Michael is an author, speaker and Founder/CEO of multiple companies. He has had the opportunity to help families with their financial needs for almost twenty years. For over six years, Michael has been seen to share advice and insight in relation to markets on national media such as CNBC, Fox Business, Bloomberg, The Wall Street Journal, Forbes, USA Today and others. He currently contributes as a member of the Forbes Finance Counsel. This insight has been integral in assisting our team when building portfolios to maximize value for investors.
Get In Touch
Contact us to schedule a free introductory consultation by filling out the below form.