According to filings with the U.S. Securities and Exchange Commission, Private Wealth Asset Management is raising $6,400,370.00 in new funding. Sources indicate that as part of senior management President, Jeffrey Shipley played a key role in securing the recent investment and it will aid in aggressively expanding the company, as well as broaden and accelerate product development.

About Private Wealth Asset Management
We created Private Wealth Asset Management because we know it takes a team of highly specialized and experienced Advisors to serve the high net worth and institutional clients that we have been taking care of for decades in our local markets. Clients need experts in investments, but they also need experts in trust/estate planning, fiduciary lending, help in managing tax liabilities, P&C insurance, health insurance, and creating reliable recordkeeping for all of it. More importantly, they need advisors that understand them. At Private Wealth, we are proud of the team structure we bring to the table–it is centered around the concept that the client needs multiple financial experts around them, each with highly specialized knowledge.

To learn more about Private Wealth Asset Management, visit http://www.privatewealth.com/

Contact:
Jeffrey Shipley, President
319-308-6600
https://www.linkedin.com/in/jeffreyhshipley/

SOURCE: http://www.intelligence360.io
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