Building wealth meant to last generations.
Enduring financial strength requires foresight, structure, and careful stewardship.
Our approach is both analytical and personal, shaped by years of helping guide clients through defining transitions
Welcome to 1796 Private Wealth
Advice that starts with your life and can build from there.
At 1796 Private Wealth, we start with your plan, build a risk structure around it, and put the appropriate investments behind it. Our team has been doing this for more than 20 years, and we believe the approach works because the order matters: plan first, protect second, invest third.
How We Think
We believe better decisions start with the right questions.
Our practice is built on probability thinking and real planning. We help you see the full range of outcomes, weigh what matters most, and make choices that are designed to hold up over time because they were built around your life, not a standard model.
Recognized within our industry.
Our team is recognized by Forbes and our co-founders have extensive industry experience.
2023
Forbes Best-in-State
Wealth Management Team
2024
Forbes Best-in-State
Wealth Management Team
2024
Forbes Best-in-State
wealth management advisors
Client was recognized on the 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
Our Practice
We plan first.
1796 Private Wealth is a private wealth management practice based in Westlake, Ohio, serving clients across the country. Our team brings together deep planning knowledge and real leadership experience — two perspectives united by the same conviction: the plan comes first.
What We Offer
Every service follows the same order.
Financial plan first. Risk management second. Investments third. That order is intentional, and it shapes every service we provide.
Retirement Planning
Your retirement deserves a plan that accounts for income, taxes, Social Security timing, and the expenses you might not see coming.
Risk Management
Insurance, long-term care, and estate considerations are not afterthoughts. We factor them in from the start.
Investment Management
We do not chase returns. We build portfolios calibrated to your actual situation, designed to stay steady when markets do not.
Our Clients
What our clients
have in common.
Our clients are serious about their financial futures. They are approaching retirement, already in it, or managing complex financial lives that need more than surface-level guidance. What they share is a desire for an advisor who listens carefully, asks good questions, and gives them guidance that applies to their situation.
Retirement Planners
You’ve built something important and you want a clear picture of what retirement actually looks like for you. You want a team that handles all of the complexities with care.
Disciplined Wealth Builders
You value discipline, a strategy designed to endure, and an advisor who remains steady when markets are uncertain. You seek a long-term relationship, not a transaction.
Business Owners and Professionals
Your income isn’t simple. You’re balancing equity events, concentrated positions, tax exposure, and retirement planning at once. You need advisors who can manage every layer while staying focused on what matters most.
The Next Generation
You’re in your 40s, watching your parents move through retirement while starting to think more seriously about your own future. You want advice that’s clear and straightforward, a plan that truly makes sense, and a team that will grow alongside you over time.
What Sets Us Apart
What you can gain with 1796 Private Wealth.
Honest answers, even when they’re not what you expected to hear. A team that reviews your plan at a set cadence. A dedicated point of contact who knows your situation without needing a refresher. And an investment approach designed to lose less in bad years, so you may come out ahead over the long run.
You’re not outsourcing your money. You’re outsourcing the stress of managing your financial affairs.
