Clarity amid Complexity

Simplifying financial complexities so you can protect your most valuable asset: TIME.

49 Private Wealth specializes in working with high-net-worth clients, simplifying their financial complexities, and leveraging the strength of our networks.

The 49
Private Wealth

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 alignment across your financial picture

This page is designed exclusively for clients with $10 million+ net worth. For more information on how to access this page, connect with our team.

Your Finances.
Your Team.

Our expertise lies in catering to high-net-worth clients and addressing their distinct needs in the following areas:

  • Legacy Planning
  • Estate Tax Planning
  • New Ventures
  • Financial Planning
  • Investments
  • Charitable Giving