News Room

What It's Like to Work with Us

August 11, 2020
Working with a PersonalCFO is easy. After all, their priority is to make personal financial management easy for you while accelerating the growth of your net worth. They strive to offer a perfect balance of placing you in control of your finances while [...]
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The PersonalCFO and 360° Financial Management

August 4, 2020
A PersonalCFO can handle many of the personal financial issues you may be facing. From financial planning to tax management to estate planning, a PersonalCFO will follow a systematic approach that takes the guesswork out of your finances and helps [...]
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Examples of the Problems a PersonalCFO Can Solve

July 28, 2020
Everyone comes to PartnersInWealth with different issues—challenges that aren't getting resolved on their own or by traditional financial advisors
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How a PersonalCFO Improves Investment Results

July 21, 2020
The way most financially successful families manage their investments—on their own, using an advisor, or some combination of the two—has several shortcomings.
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7 Reasons You May Need a PersonalCFO

July 14, 2020
Welcome to a different type of financial advisory service: the PersonalCFO. A PersonalCFO helps meet the needs of financially successful households with complex situations. While PersonalCFOs are a growing trend, only a select number of advisors around [...]
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The Unfortunate Truth about Private Equity Investing

July 7, 2020
Private equity (PE) is a method of investing where the investor places capital directly into companies that are not listed on a public exchange. Investing $100,000 into a small, local manufacturing company is just one example of a PE investment. PE is [...]
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Six Unconventional Ways to Successfully Manage Your Wealth

July 1, 2020
Have you noticed similarities in the services offered by most personal financial advisors and their firms? To see, just review the website of a few advisors and try to discern any meaningful difference between them. I think you will find the exercise [...]
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Seven Reasons PartnersInWealth is Preferentially Different

June 23, 2020
Welcome to a different type of financial advisory service – a PersonalCFO. The PartnersInWealth business model is tailored to meet the needs of financially successful households with complex situations. While it’s a growing trend, there are only a select [...]
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Examples of Problems PartnersInWealth Solves for Clients

June 16, 2020
The most effective way to help you understand the types of client problems we solve may be through actual client case studies. On the PartnersInWealth website we have 12 unique examples that describe the challenge clients faced, our solution, and the [...]
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The History of PartnersInWealth

June 9, 2020
The founder of PartnersInWealth, James R Waters, began helping financially successful households and individuals manage their finances in the mid-1980s. After a decade working as a financial planner for a large firm and uncomfortable with [...]
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