About Us

/About Us
About Us 2018-05-11T18:37:19+00:00

Private Client Wealth Advisors becomes part of your family’s executive team, sitting side by side with you as you navigate your financial journey…..

Perhaps nothing is more important in terms of running your financial household than establishing a long term relationship with a trusted advisor. By acting as your fiduciary, Private Client Wealth Advisors, puts your needs at the forefront of all decisions related to being your investment advisor, financial planner and personal CFO.

We become part of your family’s executive team, sitting side by side with you as you navigate your financial journey, plan to attain your goals, preserve your future and lean on our firm as your resource to allow for the best long term financial decisions for your family.

Private Client Wealth Advisors brings resources and relationships established over many years, from across the financial services, private banking and planning world in order to serve you, our client. Part of our fiduciary responsibility is to constantly research and remain open minded to new information and relationships that can benefit our clients. As a result, we seek out countless hours of meetings annually through associations, conferences and business partners so that we can uphold our fiduciary duty and do what is truly in your best interest.

The members of Private Client Wealth Advisors and those firms and individuals we have established relationships with share this common thread, to serve our clients and provide resources and information to help you run and maintain your family’s finances. We look forward to having the opportunity to work with and serve your family’s financial needs.

Rush Barrett Steelman, AIF®
Managing Partner, Client Advocate

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Heather Steelman
Marketing and Event Manager, Client and firm Advocate

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Steven Jemison, CFP®, CIMA®, CRPC®
Financial Advisor, Client Advocate

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Adam Sikorski 
Financial Advisor, Client Advocate

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