Who We Serve

Navigate Your Unique Circumstances

Small Business Owners

Consilium Private Wealth strives to be a reliable, trusted resource for business leaders with a busy schedule to outsource their financial and estate planning.

We understand the unique challenges top business executives face including complex compensation plans, risk reduction, tax management, portfolio diversification, and sometimes access to exotic retirement saving options that call for experienced advice. Financial planning for an executive is best addressed by a full-service team of professionals from the legal, accounting, insurance, and lending fields – as well as a financial advisor. Let us create your holistic financial roadmap.

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Recent Retirees

Consilium Private Wealth knows that as you approach retirement your needs get more complex. We are primed to assist those who have recently retired, as well as those within 5 to 10 years of retirement, providing support across the finish line to allow for your lifestyle goals.

We have experience and close partnerships with professionals who can assist with wills, trusts, power of attorney situations, tax specialists, beneficiary designations, and more.

Consilium Private Wealth and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Legacy Planners

Consilium Private Wealth is here to be your partner in managing and preserving your wealth. We can help you create a legacy that makes a lasting impact through charitable giving and estate strategies. We work with you to build a strategy and a roadmap that helps to preserve wealth and strives to create a lasting impact. 
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