Private Wealth Asset Management

Private Wealth Asset Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Private Wealth Asset Management, Investment Management Company, 1100 Capitol Avenue, Omaha, NE.

06/24/2026

Many families think charitable giving starts and ends with writing a check.

In reality, the way you give can be just as important as the amount you give.

Recent tax law changes have altered how charitable deductions work, making it more important than ever to have a strategy behind your philanthropy.

When charitable giving is integrated into your financial plan, you may be able to maximize both your impact and your tax efficiency.

Investment Advisory Services offered through Private Wealth Asset Management, LLC.

We’re excited to welcome Austin Brekken to Private Wealth Asset Management as a Summer Intern!Austin is a 2026 graduate ...
06/23/2026

We’re excited to welcome Austin Brekken to Private Wealth Asset Management as a Summer Intern!

Austin is a 2026 graduate of St. Olaf College, where he studied Psychology, Business Management, and Family Studies. During his time at St. Olaf, he was involved in APO, the Alpha Phi Omega service fraternity, and especially enjoyed courses in personal finance, entrepreneurship, and business policies and strategies.

Austin also brings hands-on internship experience from Secure Base Counseling, where he worked with teen clients, and the Minnesota Aurora, where he supervised a team of interns during the 2025 season.

Outside of academics and work, Austin stayed active through club-level golf and soccer, as well as intramural volleyball, basketball, and broomball.

This summer, Austin is looking forward to learning more about the wealth management business and contributing to the team. He will be spending time in both our Des Moines and Cedar Rapids offices while also connecting with team members virtually.

Please join us in welcoming Austin to the Private Wealth team!

Read more about Austin here: https://privatewealth.com/about/austin-brekken/


Investment Advisory Services offered through Private Wealth Asset Management, LLC.

We’re excited to welcome Keegan Durbin to Private Wealth Asset Management as a Summer Intern!Keegan will be a junior at ...
06/23/2026

We’re excited to welcome Keegan Durbin to Private Wealth Asset Management as a Summer Intern!

Keegan will be a junior at the University of Tampa this fall, where he is studying Finance with a minor in Economics. He brings a strong mix of work ethic, creativity, leadership, and entrepreneurial drive to the team.

Originally from Frontenac, Missouri, Keegan grew up as a three-sport athlete, later joined the club baseball team at UTampa, and was elected Treasurer of his fraternity, Phi Gamma Delta. He also taught himself guitar, started his own music tutoring business, and recently completed his first public musical performance in Tampa.

This summer, Keegan is looking forward to learning more about the wealth management industry through the lens of an independent firm while supporting our operations, business development, and project management efforts.

Please join us in welcoming Keegan to the Private Wealth team!

Read more about Keegan here: https://privatewealth.com/about/keegan-durbin/


Investment Advisory Services offered through Private Wealth Asset Management, LLC.

The best succession plans aren’t rushed.That’s why our Advisor Succession Program gives advisors time to truly get to kn...
06/22/2026

The best succession plans aren’t rushed.

That’s why our Advisor Succession Program gives advisors time to truly get to know us before making a decision.

Your business continues operating as normal. Your clients continue receiving the service they deserve. And you gain confidence knowing there is a plan in place for the future.

Relationships first. Transaction second.



Investment Advisory Services offered through Private Wealth Asset Management, LLC.

06/19/2026

The greatest legacy isn’t always measured by what you leave behind.

It’s measured by the impact your values continue to make for generations. Whether through charitable trusts, donor-advised funds, private foundations, or estate planning, there are many ways to create a lasting philanthropic legacy.

The key is having a strategy that aligns with your family’s goals.



Investment Advisory Services offered through Private Wealth Asset Management, LLC.

06/18/2026

Sometimes the most valuable part of your compensation package isn’t your salary.

It’s your equity.

Employee stock options can create significant wealth over time, but they often require careful coordination between your investment strategy, tax planning, and long-term goals. The goal isn’t simply to exercise options.

The goal is to make those options work for your future.

Learn more at: https://na2.hubs.ly/H06bXcK0



Investment Advisory Services offered through Private Wealth Asset Management, LLC.

We are honored to be featured in this month’s issue of The Mark, Volume XXVI from Benchmark International.The article, w...
06/17/2026

We are honored to be featured in this month’s issue of The Mark, Volume XXVI from Benchmark International.

The article, written by Zac Ritchey, “Planning Ahead for Better Outcomes,” focuses on a topic he sees often with business owners: preparing well before a sale or liquidity event happens.

A successful transaction is not just about the final number. It is about timing, tax strategy, charitable planning, reinvestment, estate planning, and having the right team in place before key decisions are made.

The earlier those conversations begin, the more opportunities there are to create a thoughtful plan that helps preserve wealth, reduce unnecessary tax burdens, and support long-term goals after the transaction closes.

Thank you to Benchmark International for the opportunity to contribute to this issue and share a few planning considerations for business owners thinking ahead.

Check it out now: https://na2.hubs.ly/H06b4D30

We’re proud to share that Tim Durbin has been recognized by AdvisorHub on its 2026 “1,000 Advisors to Watch” list, earni...
06/16/2026

We’re proud to share that Tim Durbin has been recognized by AdvisorHub on its 2026 “1,000 Advisors to Watch” list, earning a spot among the 250 RIAs to Watch. Coming in at number 148!

This recognition highlights advisors and teams with sophisticated practices, strong growth, and a commitment to professionalism.

At Private Wealth Asset Management, we’re grateful to have team members who continue to raise the bar for client service, leadership, and growth.

Please join us in congratulating Tim, along with their team, on this well-deserved honor!


Investment Advisory Services offered through Private Wealth Asset Management, LLC.

*The AdvisorHub 250 RIAs to Watch, sponsored by Charles Schwab Advisor Services, ranks advisors on the scope of practice measured by assets, production, and level of service; growth of practice, consisting of year-over-year growth in assets, households, and production; and lastly, professionalism, which includes regulatory record, community service, and team diversity. AdvisorHub was not paid a fee in exchange for this ranking.

We’re proud to share that Brett Halley has been recognized by AdvisorHub on its 2026 “1,000 Advisors to Watch” list, ear...
06/16/2026

We’re proud to share that Brett Halley has been recognized by AdvisorHub on its 2026 “1,000 Advisors to Watch” list, earning a spot among the 250 RIAs to Watch. Coming in at number 98!

This recognition highlights advisors and teams with sophisticated practices, strong growth, and a commitment to professionalism.

At Private Wealth Asset Management, we’re grateful to have team members who continue to raise the bar for client service, leadership, and growth.

Please join us in congratulating Brett, along with their team, on this well-deserved honor!


Investment Advisory Services offered through Private Wealth Asset Management, LLC.

*The AdvisorHub 250 RIAs to Watch, sponsored by Charles Schwab Advisor Services, ranks advisors on the scope of practice measured by assets, production, and level of service; growth of practice, consisting of year-over-year growth in assets, households, and production; and lastly, professionalism, which includes regulatory record, community service, and team diversity. AdvisorHub was not paid a fee in exchange for this ranking.

We’re proud to share that Heather Fortune Vestweber has been recognized by AdvisorHub on its 2026 “1,000 Advisors to Wat...
06/16/2026

We’re proud to share that Heather Fortune Vestweber has been recognized by AdvisorHub on its 2026 “1,000 Advisors to Watch” list, earning a spot among the 250 RIAs to Watch. Coming in at number 88!

This recognition highlights advisors and teams with sophisticated practices, strong growth, and a commitment to professionalism.

At Private Wealth Asset Management, we’re grateful to have team members who continue to raise the bar for client service, leadership, and growth.

Please join us in congratulating Heather, along with their team, on this well-deserved honor!


Investment Advisory Services offered through Private Wealth Asset Management, LLC.

*The AdvisorHub 250 RIAs to Watch, sponsored by Charles Schwab Advisor Services, ranks advisors on the scope of practice measured by assets, production, and level of service; growth of practice, consisting of year-over-year growth in assets, households, and production; and lastly, professionalism, which includes regulatory record, community service, and team diversity. AdvisorHub was not paid a fee in exchange for this ranking.

Address

1100 Capitol Avenue
Omaha, NE
68102

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18886117926

Website

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