Clarity amid Complexity

Simplifying the financial complexities that come with high-net-worth
while protecting your most valuable asset: TIME.

The 49 Private Wealth Difference

Our Private Wealth team provides highly-personalized support and strategies for high-net-worth clients and business owners that span beyond traditional financial planning. We serve as your trusted guide to understand your needs, speak your language, and break down financial complexities so you can make informed decisions.


A rising level of wealth increases the need for a team of trusted experts. Whether it’s partnering with your existing team or leveraging the strength of our professional networks, we work to ensure the right expertise has a seat at the table.

Why 49 Private Wealth

We take an integrated approach with clients who are looking for an alternative– clients who have
outgrown their traditional financial planners and found themselves managing multiple relationships.

Our Private Wealth team brings experts to the table, to cover niche specialty areas like:

49 PRIVATE WEALTH CONTACT FORM