Counterweight Private Wealth
As an independent fiduciary, Counterweight Private Wealth provides a premier, fee-only, wealth management and financial planning experience to likeminded individuals and families.
Our clients are successful individuals and families in the later stages of their careers who desire a collaborative partner to help them transition through significant professional and personal milestones.
Our team provides expertise in the areas of Retirement Planning, Investment Management, Tax Planning, Business Succession Planning, Sudden or Inherited Wealth, Legacy and Philanthropic Planning, Executive Compensation Strategies, Social Security Income Strategies
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.