Art Sobczak is a private wealth consultant focused on helping transitional multi-millionaires turn financial success into a purposeful vision and meaningful action while preserving their legacy. An author, speaker, and educator, Sobczak created The Life and Legacy Process and The Collaborative Advisor Process to guide clients through periods of life transition. His approach emphasizes people, purpose, and passions, helping individuals clarify the future they want for themselves, their families, and their communities.

Rather than centering solely on assets, documents, or conventional financial planning, Sobczak’s process is designed to address the worry and uncertainty that can accompany significant change. He works with clients to connect their financial decisions to their priorities and the causes they care about, with the aim of achieving results aligned with their vision. His site also offers educational resources, including a special report on retirement-plan pitfalls, a welcome video, webcasts, and ongoing tips and updates. Integrated wealth consulting and investment advisory services are offered by invitation through Private Wealth Services, LLC, a Pennsylvania-registered investment adviser.