Clarity Amid Complexity.
For high-net-worth individuals, business owners, and families with more complex financial lives, 49 Private Wealth provides highly personalized support designed to simplify financial decisions and protect your most valuable asset — your time.
Specialized strategies for sophisticated financial lives.
Investment Management
Custom portfolios designed around your goals, time horizon, and risk tolerance.
Tax-Aware Planning
Coordinated strategies that consider the full picture, including charitable and multi-year planning.
Estate & Legacy
Thoughtful structures to transfer wealth, support family, and reflect your values.
Business Owner Strategy
From compensation and equity to liquidity events and succession.
Concentrated Stock
Frameworks for managing risk around concentrated positions and equity comp.
Charitable Giving
DAFs, QCDs, foundations, and the structures that make generosity efficient.
Quietly competent. Genuinely partnered.
Our Private Wealth practice combines institutional-level thinking with the warmth of a long-term advisory relationship. We coordinate with your CPA, attorney, and other professionals so you have one cohesive plan — not a stack of disconnected ones.