Partfield Private Wealth Counsel is a well-established service for high-net-worth clients seeking a deeply personalized wealth management platform. A minimum of $1,000,000 of investable assets across qualified accounts is required.
Partfield Private Wealth Counsel offers dedicated services for an advisor to meet the unique needs of clients. For the investor, Partfield Private Wealth Counsel offers
- Consolidated household portfolio construction, risk assessment, rebalancing, and investment review
- One-on-one tax and estate planning
- Philanthropic planning
- Account supervision, oversight, and management
- Specialized reporting
- Comprehensive and convenient tax reporting