Privada Wealth Management Information

Invest in Yourself. This means we take pride in having a select group of clients that match our criteria. The requirements are straightforward. Our clients must value: - Freedom from proprietary products, - A questioning, engaged attitude, - A desire for portfolio management, - A belief that people are worth more than their assets. If you are looking for a hot stock or the best CD rates of the day, you may not be the right fit for our firm. We are not everything to everybody, but we are a trusted advisor to a select group who have been referred to us by our existing clients or their attorneys and accountants. If you would like to learn more about our unique approach to wealth management in a relaxed, professional manner, feel free to contact us. Disclosure: Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) Privada Wealth Management and JWC/JWCA are unaffiliated entities.