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The Linea Difference

We see our work as simplifying the complex in ways that foster family harmony and properly care for multiple generations of family members. To that end, we assume a consultative role and work collaboratively with a client’s entire advisory team. The team may include CPAs, attorneys, insurance professionals, investment management professionals, family members and others.

Independent Advice Delivered With Integrity and Care

At Linea Private Wealth Management, we understand the complex challenges successful families, retirees, and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desire—the desire to do our best work, without thought of pay.

Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. We’ve built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competencies necessary to help you move forward with confidence.

As our client, you can also feel confident knowing we are an independent firm with no affiliations with investment banks, insurance companies, or financial product companies. The products and services we offer access to are non-proprietary and that allows us to focus on you, your family, and your vision for the future. Because of our autonomy, we are able to invest the time necessary to have a true understanding of your concerns, goals, and objectives.

While having a plan in place is important, the way in which the plan is executed is equally important. With more than 80 years of combined experience in comprehensive financial planning, the professionals at Linea Private Wealth Management can work with your current advisory team to make sure the plan you put in place is cohesive.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Contact us to schedule a no-obligation consultation to determine if we are the right fit for your family wealth management needs.

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