Consortium Private Wealth
Book a Consult
A planning desk at dusk — leather notebook, fountain pen, gold lamp.

Two businesses

Advisory here. Insurance there.

Same front door. The investment adviser and the insurance business do not share a page, an email, or a disclosure.

An advisor and a client reviewing a closed planning folder.

Investment advisory

Wealth

Consortium Private Wealth. Planning and investments. Advisors use @consortiumadvice.com.

  • Personal financial planning
  • Retirement income
  • Investment management
  • Tax strategies
  • Estate & legacy
  • Special-needs planning
  • College & education funding
  • Business succession
Advisory side Disclosures
Colleagues reviewing group benefits folders in a small-company office.

Insurance & benefits

Benefits

A separate business. Voluntary benefits and workplace retirement programs. This side uses @theconsortiumus.com.

  • Accident Insurance
  • Critical Illness Insurance
  • Cancer Insurance
  • Short-Term Disability
  • Long-Term Disability
  • Life Insurance
  • 401(k) & retirement plans
Insurance side Voluntary benefits

Next

Pick a side.

Advisory and insurance are booked as separate conversations.

Talk With an Advisor Insurance & benefits