Counterweight Private Wealth is a fee-only fiduciary advisory firm that helps individuals and families bring greater clarity and balance to their financial lives. With a focus on the transition to and throughout retirement, the firm coordinates wealth, tax, and estate planning around each client’s goals, values, and broader purpose. Its advisors aim to provide a connected financial roadmap, identify potential blind spots, and help clients make informed decisions without treating each financial choice in isolation.

Services include retirement feasibility and income planning, proactive financial planning, tax planning, legacy and estate planning, investment management and portfolio construction, and insurance and risk planning. Counterweight also offers wealth management designed to support clients’ individual circumstances, including strategies to create sustainable retirement income, improve tax efficiency, and plan for the legacy they wish to leave. The firm emphasizes communication, responsiveness, and collaboration, helping clients align their financial decisions with what matters most to them. Through this integrated approach, Counterweight Private Wealth supports clients as their needs evolve and they plan for the next chapter.