Private Wealth Advisors, VI is a Boutique Registered Investment Advisory Firm, focused on helping successful people optimize their financial and investment strategies, so they can spend their time doing what they love, instead of trying to “do all things”.

Our goal is simple: Do more for our clients than others are able or willing by combining our unique expertise is trust, tax, and financial planning.

Res Ipsa Loquitor:

All law students remember this latin phrase as meaning “the thing speaks for itself.”

We believe that our dual knowledge “speaks for itself” in creating a holistic approach that allows us to be the very Confluence of Wealth Planning for high net worth people.

Our integrated approach often incorporates our clients’ complex portfolios, which form a wide range of assets, including restricted stock options, private placements, business owners of all type, and beneficiaries of generational wealth.

Our process is education-based, and often includes meetings and educational seminars on topics specific to the client and his or her family and circumstances.

We take pride in knowing that our clients and their families actually look forward to our educational sessions, & trust us to manage, protect, and grow their assets.