Services

Legal Services are provided by Private Wealth Counsel, LLC, an unaffiliated Trust & Business Law Firm, owned by Mark Skandier. By coordinating with the Law Firm, Private Wealth Advisors is able to multiply the value provided to our clients.

Private Wealth Advisors Provides Investment Management services on a fee-only basis. No commissions or other incentives drive our mission.

Many Clients prefer that we begin our process with a Financial Roadmap — a Bird’s Eye View of our recommended strategies, based upon your goals, concerns, assets, and risk tolerance — among other factors. We love the reaction we get when our clients see our first draft.

I don’t pretend to be a master of all trades. While Estate & Gift Tax planning have long been sharpened tools in my tool box, I rely on collaborating with a CPA to maximize our income tax planning efforts. If you already work with a highly qualified CPA - I’m happy to collaborate. If not, I’m happy to recommend one.

Our success as partners must be built on mutual trust, respect, and understanding.

I once took a personality test for a former boss of mine, and one line lives in my memory, rent free:

“For Mark, strangers are simply friends he hasn’t met yet.”

While we may start out as strangers, I hope that you will be one of our clients that ends up sending me family photos, interesting articles, or joins me on the golf course, half marathon, mountain hike, or beaches of the Virgin Islands.