Coordinated Private Wealth, LLC Information

Coordinated Private Wealth is a national firm which specializes in proprietary financial strategies for a select group of private clients nationwide. Our organization was founded as Coordinated Financial Services in 1977 by our president, Karl Ohrman who provides over 50 years of industry experience. Who We Work With: High-Net-Worth Individuals: We work with High-Net-Worth individuals and Families ($10M+ Net Worth) and educate them about how to access capital to generate millions of dollars for purposes such as supplemental retirement, charitable giving, and business growth. Universities and Hospitals: We educate Universities about strategies that can be leveraged to grow their foundations, endowments, and increase their overall financial strength. Equipping Family Offices: We work as an extension of family offices to provide private and proprietary strategies to protect and grow wealth for their clients. Corporations: Our proprietary program provides corporations an unparalleled opportunity to access capital to attract and retain key people as well as increase their valuations, improve financial strength, and create liquidity when they may need it most.