Welcome to Private Wealth Management, Inc. 

To describe who we are and what we do, it might be easier to start with who we aren't:


We aren't your typical investment firm.
We don't believe hope is an investment strategy.

If you are looking for an advisor to diversify your money across several asset classes, hoping one will go up when others go down, keeping the same level of risk on all the time: That's not us.

If you are comfortable beating the market, which means losing -25% of your money when the market is -30%: That's not us.

WHO WE ARE:   We are process-driven.

We measure and map 30 economic data points every month. We have access to one of the best macro research firms in the country. We have a proprietary equity signal that has historically helped us avoid significant stock market declines.

We use data. We use probabilities. We use math.
Our process is systematic and repeatable.

Substantial losses can be life-changing events, and we designed our process to avoid those situations.
As Warren Buffett famously says: "The number one rule of investing is to not lose money."


Being “in the market all the time” is a poor strategy as bullish prognosticators forget about the importance of capital destruction as it relates to portfolio returns over time.   

What the math shows you is that investors need to protect themselves against significant losses. Large losses are difficult to recover from. As losses get larger, the return necessary to get back to break-even increases at a much faster rate. A loss of 10% requires a gain of 11% to get back to even. Increase that loss to 25%, and it now requires a 33% gain to recover. What if you lose half your money as many did in 2008/9. You now need a 100% return to get back to where the investment value started.   

There is no reason to benchmark your portfolio to some random index. Chasing the index takes your focus off of what is most important – your money and your specific goals. Investing is not a competition, and as history shows, there are horrid consequences for treating it as such. This is why it is critical to incorporate a method of managing the inherent risk over the full-market cycle.