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@ownershipadvisors.com
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Art Sobczak is listed as Integrated Wealth Consultant at Private Wealth Services, LLC, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at ownershipadvisors.com and a matched LinkedIn profile for Art Sobczak.
Art Sobczak previously worked as CEO/Founder at Private Wealth Services, Llc and Private Wealth Insurance Consultant at Millennium Brokerage Group, Llc. Art Sobczak holds Bachelor Of Science, Mass Communications from University Of Wisconsin-La Crosse.
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I help business owners, executives, professionals, independent women and multi-million dollar retirees live the life they've been dreaming about while having a big impact on their families and their communities.Multi-millionaires often live in a world of unspoken worry, fear and chaos when it comes to thinking about what their money means to them. My process gives you peace and financial freedom. With peace and financial freedom comes the opportunity to have an impact on the people and causes that are important to you.I'm an author, speaker, wealth consultant and Creator of The Life & Legacy Process™. I've conducted hundreds of presentations including Zero Estate Tax Planning, The Good Grief of the Decision Making Process and Abundant Retirement Planning. Contributing author of Build Wealth Like a Shark and Retire Abundantly, I've developed a specialty in teaching retirees, those about to retire or sell their business, and professionals who want to protect their principal and insure that their money lasts. My work helps investors avoid the pitfalls made by many retirees.I live with my wife Dawn in Pittsburgh’s North Hills. We're proud that our four children are independently making a big impact for themselves, their families and the causes they care deeply about.
Listed skills include Life Insurance, Wealth, Estate Planning, Disability Insurance, and 14 others.
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Greater Pittsburgh Area
I'm an author, speaker, educator, wealth consultant and creator of The Life & Legacy Process™. I've conducted hundreds of presentations including Zero Estate Tax Planning, The Good Grief of the Decision Making Process and Abundant Retirement Planning. Co-author of Build Wealth Like a Shark: 93 Tips and Retire Abundantly, I've developed a specialty in.
Greater Pittsburgh Area
We collaborate with Insurance Agents, CPAs, Attorneys, Wealth Managers and Family offices to design and implement significant life and disability insurance solutions for clients of notoriety. Such clients include High Income Professionals such as Physicians, Musicians, and University Athletic Coaches as well as C-Suite Executives, Business Owners, Holders.
Cleveland/Akron, Ohio Area
We work with affluent clients as an invited guest and subject matter expert in advanced life insurance design and implementation. CPAs, business & estate planning attorneys, wealth managers and family office executives invite us into their planning circle when our unique, collaborative skill set will add value to the planning team.
Cleveland/Akron, Ohio Area
Worked with Financial Advisors, Independent Life Insurance Agents and related advisors to identify and implement wealth transfer and business succession strategies for their clients using life insurance.
Cleveland/Akron, Ohio Area
Various postions of held over 10 years starting as an agent then promoted to ever increasing postions of responsibility in field management.
Laureate in Wealth Strategies
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Art Sobczak works for Private Wealth Services, LLC.
Art Sobczak is listed as Integrated Wealth Consultant at Private Wealth Services, LLC.
AeroLeads has found 1 work email signal at @ownershipadvisors.com for Art Sobczak at Private Wealth Services, LLC.
Art Sobczak is based in Pittsburgh, Pennsylvania, United States while working with Private Wealth Services, LLC.
Art Sobczak has worked for Private Wealth Services, Llc, Millennium Brokerage Group, Llc, Ownership Advisors, Inc., The Hartford, and Sagemark Consulting, Private Wealth Services.
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Art Sobczak holds Bachelor Of Science, Mass Communications from University Of Wisconsin-La Crosse.
Art Sobczak is listed with skills including Life Insurance, Wealth, Estate Planning, Disability Insurance, Marketing, Project Planning, Strategic Planning, and Underwriting.
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