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Elevate The Wealth Experience

Focused Asset Management to Support Your Practice

Discover a Personalized Wealth Experience

Howard Private Wealth Services is an asset management experience designed to provide advisors and their high-net-worth clientele with tailored portfolio strategies and comprehensive investment, tax, legacy and business planning support.


Our Firm

Your Practice. Your Clients. Our Commitment.

Choose Your Path

From values-based preferences to pure financial considerations, our customized solutions are designed to meet a range of wants, needs and goals, helping you and your clients.

Rise Above the Risk

It’s painful to watch the value of your portfolio drop, which is why we’ve spent years developing our proprietary HCM-BuyLine® to help potentially defend client assets.

Exclusive Service at Every Step

We bring together a committed team offering a personalized wealth experience paired with capabilities for family offices and institutional investment firms.

Collaboration Beyond the Portfolio Level


Consideration of outside non-liquid assets such as businesses, trusts, artwork, collectibles, etc. into your customized PWS portfolio in an effort to prevent unnecessary overlap and to quantify whether your assets are working together in lockstep.

Our Practice x Our Process


By familiarizing ourselves with your practice’s unique set of strengths and areas of focus, we can develop better working relationships that aim to drive the results we are jointly seeking.

Direct Access to Your Portfolio


Direct relationship with a private portfolio manager and underlying operations team that is assigned to your practice and clients.

Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Customized services, proprietary analysis tools, and consideration of illiquid assets should be construed as guarantees of a particular outcome. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged advisers, and market conditions. The HCM- BuyLine® is a market indicator only, not a stoploss tool. When the HCM-BuyLine® indicates a bull market, HCM then identifies the particular mutual funds, ETFs or individual stocks that we believe have the best return potentials in the current market from the universe of assets available in each given program and invests in them. When the HCM-BuyLine® indicates a bear market, HCM moves clients’ investments to less risky alternatives.  There is no guarantee that HCM- BuyLine® will accurately predict or respond to prevailing market conditions in all instances. Past performance is not a guarantee or a reliable indicator of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies employing HCM- BuyLine®), will be profitable or equal to past performance levels. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

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