Counterweight Private Wealth

Counterweight Private Wealth is a Registered Investment Adviser founded in 2023 by Nicholas J. Murphy. The firm specializes in asset management and financial planning, focusing on building and preserving wealth for clients. They offer active asset management and tailored asset management services, analyzing clients' financial circumstances, goals, and risk tolerance to create customized portfolios. Clients have the ability to impose restrictions on account management and can instruct not to purchase certain securities. The firm provides financial planning services covering various areas such as retirement planning, risk management, and estate planning. Investment strategies include fundamental analysis, Modern Portfolio Theory, and technical analysis. Counterweight PW does not charge performance-based fees and requires a minimum account opening balance of $500,000. The firm's fee structure is tiered based on assets under management, with fees ranging from 0.50% to 1.40%. They use Fidelity as the custodian and broker-dealer, offering various support services to benefit clients and the firm. The firm does not have custody of client assets and does not vote proxies on behalf of clients. Counterweight PW has no financial commitments that would impair its ability to meet client obligations.