General Info

At Linea Private Wealth Management, we understand the complex challenges successful families, retirees, and business owners face when it comes to properly managing their wealth. Beyond the numbers, we approach our clients with compassion and with only one desireâ??the desire to do our best work, without thought of pay. Our job is to assist you in making financial and investment decisions that positively impact your family now and in the future. We've built a team of specialists who can work with you in whichever area(s) you need assistance. From comprehensive planning to insurance reviews to investment management, we have the core competencies necessary to help you move forward with confidence.