FINANCIAL PLANNING & WEALTH MANAGEMENT

The Personal Side to Wealth

Individuals & Families

The goal of our financial planners is to help individuals and families protect and grow assets so you can achieve your goals.

Business Owners

Strategies for protecting your business while you own it as well as when you are ready to move to your next adventure.

Retirement Plan Services

Our retirement plan consulting services help business owners create wealth building opportunities for their employees.

Services to Match Your Needs

PWM Planning is a full-service wealth management firm located in St. Louis, MO. Our goal is to help you make confident financial decisions to achieve your goals.

Financial Planning

Advice on asset allocation, college savings, retirement and other financial goals.

Next Step:

Learn how we can help you pursue your financial goals.
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Fiduciary & Trust Service

Assistance on creating a plan to leave a charitable legacy that can last forever.

Next Step:

Learn how we can tailor a plan to achieve your specific goals.
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Wealth Management

Portfolio management for wealth preservation and growth.

Next Step:

Learn how we help you preserve and grow your portfio, foundation or trust.
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Business Retirement Plans

Structured retirement plans for business owners and their employees.

Next Step:

Learn the advantages/disadvantages of the various retirement options available.
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the difference
WHY CHOOSE US

We know you have many choices for financial advice and retirement plan implementations.  We offer a comprehensive experience  you’re unlikely to find anywhere else.  Schedule your consultation and learn how we earn your trust.

First and foremost, our people are the single greatest difference from other providers.  Our people take a vested, personal interest in you and your goals.

MEET YOUR TEAM

With over 189 years of combined experience, our team of specialized professionals can help you pursue your goals.

MEET YOUR TEAM

It is simple. We learn about you and act on your behalf in your best interest. We are liable if we give you bad advice.

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Only 29% of financial advisors are CERTIFIED FINANCIAL PLANNERS.*

* 2021 US Bureau of Labor Statistics 330, 300 financial planners; April 2023 CFP Board 97,908 CFPs. Not all advisors of Private Wealth Management have completed the requirements to call themselves CERTIFIED FINANCIAL PLANNERS. For a list of each professional’s Designation(s), please view their personal biography page on this website.

We are an independent firm and believe in transparency.  We have no hidden fees and you will know exactly what you will be billed.

overview

By the Numbers

years in business
1 +
combined years experience
100 +
avg portfolio value
$ 500 M

Meet Your Team

The PWM Planning Team is comprised of a group of individuals that collectively have the ability to offer each client a comprehensive financial services experience. 

As a group, our team possesses extensive knowledge in each of our areas of expertise. While working with us, our clients receive the benefit of over 100 years of combined experience. This allows our clients to benefit from the knowledge and experience of each of our strengths. 

As a team, we are committed to bringing vision, balance and confidence to our clients’ financial lives. The comfort of knowing that PWM Planning is focusing on each client’s financial future allows them to focus on the passions that enrich their lives.

Our Awards

Best Wealth Managers
Awarded to Joseph Altic, 2016
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Awarded to Joseph Altic, 2012-2017
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Awarded to Joseph Altic, 2011
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Awarded to Joseph Altic
2015 and 2018-2022
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Disclaimer

Based on annual production.

Disclaimer

The list of wealth advisers was developed by NABCAP and its board of directors. They created an unaffiliated evaluation process in which 20 categories of practice management are assessed. The categories are (in no weighted order) financial planning, investment planning, accountability, practice management, education, credentials, designations, cost, disclosure, fees, compensation, technology and software, performance, risk, operations, team, experience, personnel, reporting, customer service model and client education model.

Disclaimer

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of {2012/2013/2014/2015/2016/2017} Five Star Wealth Managers.

Disclaimer

Award is based on reader’s votes. Voting may not be representative of the views of other clients and are not indicative of future performance or success.