Private Family Wealth Advisors was founded on the idea that the clearer your vision of the future, the easier it is to create a road map to accomplish your goals. With nearly 50 years of combined experience, we provide academically sound advice tailored to the needs of the ultra-high net worth.
We put Family in our name because our comprehensive approach looks beyond just the immediate family to all those relatives-or even friends-who might be impacted by your investment planning.
We have over 50 years of combined experience serving clients with investment planning, philanthropic services, portfolio analysis and estate matters to be true stewards for you and your family. Our founder Scott MacKenzie (CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst, MBA from Emory) has spent the last three decades passionately working on the complex investment & planning needs of the significantly wealthy.
Our role as your trusted fiduciaries means we are duty-bound to serve your best interests in every possible way. That includes personalized service, no commissions or hidden fees, easy-to-understand wealth management plans, and partnership through your entire financial journey.
We believe that each of our clients' needs and objectives are unique, and thereby no plan should be cookie- cutter. As a Registered Investment Advisory, we have the freedom to customize portfolios for you and you only-and maintain a transparent fee-based compensation structure aligned with your goals.
As a boutique Registered Investment Advisory firm grown by referrals, PFW Advisors has no desire to become a large practice. Rather, our goal is to provide wealth management and financial planning to a limited number of clients with whom we have deep professional AND personal relationships. Request more information.