CWT is a boutique financial planning and investment firm that specializes in helping high net worth individuals and their families who are approaching a significant financial transition. Our clients have busy lives and complicated financial pictures. We specialize in working with their CPAs, Estate Attorneys, and other trusted advisors to build a financial plan, minimize taxes, and organize and manage their investments, allowing them more time to focus on what drives their bottom line.

PSM Private Wealth Management is an independent wealth management firm focused on providing customized portfolio strategies to high net-worth families, non-profits, and corporate entities. The typical client will have estates valued between 1-20 million. We specialize in advanced retirement cash flow projections, financial planning, and institutional quality portfolio management and construction. Our typical client will have significant estate planning and tax needs, and often are private business owners or corporate executives searching for solutions in regards to succession planning or liquidity through private sale opportunities. The geographic scope of our services is throughout the United States and reaches Internationally.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. PSM Wealth Management, LLC. is a member firm of Kestra Private Wealth Services, LLC (Kestra PWS), an affiliate of Kestra IS. PSM Wealth Management, LLC. and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not offer tax or legal advice. This LinkedIn profile published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.FINRA (www.finra.org) SIPC (www.sipc.org)

PSM Private Wealth Management, LLC was associated with Morgan Stanley & Company prior to launching our own wealth management firm in March of 2013. While at Morgan Stanley we consulted with both families and institutions in the design and execution of their integrated investment and estate planning needs.

As a District Manager I was responsible for the delivery of all asset management and captial market needs in the greater Los Angeles market for the affluent clients of the Global Wealth Management Group. Scope included management of over 750 employees in 14 branch locations including legal, compliance, regulatory, sales, marketing, and full P&L responsibility.

My responsibilities as the Regional Sales and Marketing Director involved the coordination and execution to ensure client needs were properly matched with the broader resources of the firm. This included managing the delivery of services across Capital Markets, Global Wealth Management, Investment Banking, and Institutional trading. Business size incorporated approximately 4500 employees managing billions of client assets between Nevada to Hong Kong. Revenue responsibility exceeded one billion dollars US.

As a Complex Manager I was responsible for not only the day to day operational needs of a multi office system in the greater Orange County area, but also the growth and P&L strategy of all branches and their combined resources. Examples would include the recruitment of Financial Advisor talent, regulatory and firm compliance, risk management, human resource and legal matters, and market business strategy and real estate footprint.

The South Coast Metro office was the 5th largest office in the Southern California Region. I was entrusted to both grow the franchise, and manage all facets associated with retail and institutional capital market product mix and delivery system. During my years of service I was able to double market revenues and successfully manage both client growth and retention while maintaining strong risk control measures.

The Beverly Hills office of MSDW was one of the largest retail branch offices in the Western United States. My daily responsibilities included the training and retention of key firm talent, and acting as a liaison between the New York based firm to bring the global resources available to meet local market and client needs. Total employee headcount was approximately 200, and a well recognized list of the "who's who" of the entertainment world and business leaders conducted business through our branch office.

I began my financial services career in the greater Los Angeles area being first assigned to the Dean Witter office in Whittier, California. My responsibility was client acquisition, portfolio management and construction, financial planning, and coordinating the resources of the broader firm to meet the needs to both the individual and corporate client. It was here that the consulting and wealth management group now known as PSM Private Wealth Management, LLC were formed, and the same people are part of our firm today.