TAMPA—January 3, 2017—With a 17-year track record including experience with some of the most well-known firms in the financial services industry, Matthew Pietzak, CFP® realized that he could do a better job for clients, and for his own family, by establishing Vantage Private Wealth, an independent wealth advisory practice based in Naples, Florida.
Vantage Private Wealth offers financial planning and asset management services to affluent individuals and families with an investment strategy focused on delivering strong risk-adjusted returns. The firm also acts as a family office providing a full range of high-touch concierge amenities, including real estate, secretarial services, bill-paying and more for its ultra-high-net-worth clientele. With its office on posh Fifth Avenue in the heart of Naples, Vantage Private Wealth is conveniently located and attractive to the clients it serves.
One of the competitive advantages that Vantage Private Wealth believes it offers clients is Pietzak’s unique combination of youth and experience. As a Senior Relationship Strategist with PNC Wealth Management he oversaw a book of business with more than $300 million in assets. His background also includes experience with Wells Fargo Private Bank, Bank of America, and UBS PaineWebber. Yet despite his impressive résumé, Pietzak is still young enough to look forward to many more years of working with his clients and their families.
“I felt it was the right time for me to make this move, but I didn’t want to leave my firm and just take on another set of problems,” said Pietzak. “I was looking for an organization that was consistent with the values I want my practice to exemplify—always putting clients’ needs first and executing flawlessly with transparency on fees and costs.” So after an extensive survey of the industry landscape and the various support offerings available, he chose TruClarity as his strategic partner in going independent. “TruClarity had the best combination of everything I was looking for. Our partnership has given me the flexibility to focus on serving clients on a higher level, and the peace of mind that comes with TruClarity’s experienced support.”
“A lot of advisors like Matt aspire to own their own businesses and be able to offer clients a better experience, but are held back by the many unknowns they face in truly going independent” said Pam Stross, President of TruClarity Management Services. “With this in mind, we do all the heavy lifting to transform advisors into satisfied business owners and enable them to spend their time and energy where it matters most—on the client.”
“I know I can’t do everything myself,” added Pietzak. “There’s no question that hiring TruClarity and being able to delegate some of the responsibilities that go along with running a business to experienced professionals who truly understand registered investment advisors was one of the best decisions I made in this whole process. TruClarity professionally enhanced the look and branding of Vantage Private Wealth coming right out of the gate.”
Many advisors who have spent their careers working within the confines of large wirehouses or banks recognize the advantages of an independent practice, but are held back due to a lack of time, inadequate resources and insufficient knowledge of the transition process. TruClarity’s goal is to provide assistance and allow these aspiring entrepreneurs to outsource the non-client facing details that a new or existing RIA enterprise requires. By providing, directly or through arrangements with third parties, integrated technology and support, marketing and branding expertise, human resources, real estate, legal, compliance, payroll, outsourced CFO, billing and freedom from the hassle and expense of running back-office operations, TruClarity allows advisors to focus on building relationships and serving clients.
Once the new advisory firm is fully functional, TruClarity continues to work with its RIA partners by handling the non-revenue generating portions of the business as needed. As an unseen partner, TruClarity remains engaged in a way that allows the advisors to do what they do best, secure in the knowledge that their back office is in good hands.
About Vantage Private Wealth
Vantage Private Wealth is an independent wealth advisory practice based in Naples, Florida providing financial planning and asset management services to high-net-worth individuals and families. The firm looks to deliver strong risk-adjusted returns and to build multi-generational relationships that help create a financial legacy. For more information, please visit www.vantagepw.com.
TruClarity is an innovative provider in the financial services marketplace offering financial advisors a proven solution to the challenges of becoming an independent advisor and business owner. TruClarity takes the time to understand each advisor’s individual circumstances and then provides efficient and highly productive transition and business operations support. Offering a comprehensive transition service encompassing technology and research to compliance and marketing and everything in between, TruClarity equips their advisor clients with a robust, stable platform to support their firm’s day-to-day activities. For more information, please visit www.TruClaritySolution.com.
Vantage Private Wealth, LLC (“Vantage Private Wealth” or the “Firm”) is a federally registered investment adviser with offices in Florida. Registration does not imply a certain level of skill or training. Vantage Private Wealth and its representatives are in compliance with the current registration and notice filing requirements imposed upon federally registered investment advisers by those states in which Vantage Private Wealth maintains clients. Vantage Private Wealth may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. This material is limited to the dissemination of general information regarding the Firm’s investment advisory services. Accordingly, nothing herein should be construed by any client or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment, tax or legal advice. Any subsequent direct communication from Vantage Private Wealth with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Vantage Private Wealth, please refer to the Investment Adviser Public Disclosure website, operated by the U.S. Securities and Exchange Commission, at www.adviserinfo.sec.gov, which contains the most recent versions of the Firm’s Form ADV disclosure documents.