Founded in 1977 

​

Coordinated Private Wealth, LLC is a boutique financial firm that serves clients from around the country. CPW specializes in unique financial solutions for individuals, families, and organizations. Our firm was founded in 1977 as Coordinated Financial Services and has been renamed as Coordinated Private Wealth, LLC.  Our team has a combined experience of over 150 years.

​

 Providing Independent Guidance

​

   We provide independent advice and specialize in offering unique financial solutions.  We often work collaboratively with clients and their other advisors and provide access to programs that create tremendous value for the people we serve.

​

​

Our Passion to Serve

​

   At Coordinated Private Wealth, LLC - We are passionate about our opportunity to enable our clients to maximize their financial success and enable them to provide generously for their future selves, their families, and the causes that they are most passionate about.