Contact Us

Back your mineral interests

with the experience that matters.

Our natural resource advisors are industry leaders focused on delivering results for our partners.

Expert guided resource management.

Expanded Revenue Opportunities

Optimize growth with long term asset planning. We work with your team to develop sustainable income drivers and sound tax strategies.

Environmental Stewardship

Land stewardship is at the heart of our natural resource management ethos. We work with a dedicated real estate team to conduct environmental assessments and protect resources so assets can produce across generations.

Acquisitions, Sales
and Transfers

Natural resource transactions are complex and we work with your CPA and attorney teams to minimize tax liability and smoothly process new acquisitions, transfers and sales.

Disciplined
property management

Connect with a Mineral Advisor
collage

Royalties, income, and
expense payment

We apply technology and sweat equity to manage the big and small details on every account. Analysis and status reporting keep your assets on the right track.

Property Taxes

We deal with the gritty details of property taxes every day and work with you to reveal the most beneficial path for your unique situation.

Annual reporting

Consolidate your most important production numbers, income figures and expenses into clean, digestible annual reports.

Contract / lease negotiation

Experience from every side of an oil and gas lease means we have a holistic vision geared to better serve the interests of our partners.

Property inspections, valuations, and reviews

Our real estate specialists work with our natural resource team to assess area trends and valuations on properties and associated assets.

Analyzing/Advising on JOAs, AFEs and JIBs

We guide decisions for and against working interests to inflict positive influence on earnings. Leverage our experience to make educated decisions for your portfolio.

Proactive leasing

Our lease form is internally owned and regularly revised to stay current with state statutes and regulations. We are highly selective and research intensive to responsibly discover and develop productive leases.

Meet our natural resource specialists.

trees
Bryan Frazier

Bryan Frazier, CPL

Head of Energy Asset Management

Growing up in small-town America in a family whose oil and gas roots go back generations, Bryan had the privilege of being around some of the finest the oil field has to offer and was inspired to complete college and earn an MBA in Oil & Gas Management from Robert Gordon University in Aberdeen, Scotland. From inspecting sites, to doing roughneck work, to eventually working for an operator shortly after college, his career has taken several exciting turns. He found the most joy in sitting on the side of the mineral owner and advocating for those who need someone with the breadth, knowledge and skill set to excel.

Schedule a Strategy Session

Pedie Monta, CPL

Director of Land

Holding a BA and MBA from Texas Tech, Monta has a long and successful career of institutional and private land and resource management. He excels in oil and gas contracts, fiduciary portfolio management and business development in mineral management and alternative energy. When he’s not developing leases and investments as a landman, Monta spends time with his family, enjoys the outdoors and traveling.

Schedule a Strategy Session
Pedie Monta

“

Fusce dictum at mi eu iaculis. Nam rutrum ut urna in tempus. Nulla ac magna mollis leo posuere pulvinar condimentum id lacus. Aliquam maximus nisi eget purus efficitur volutpat. Sed semper blandit quam, a facilisis arcu pellentesque vitae. Nunc eget sem.

— Tom Klauer

Schedule a Strategy Session

Resources

See All

Getting started

Bring your financial vision to life.

1

Explore

We bring all stakeholders, family members, and trusted advisors together and get to know every piece of your world to prepare for a true partnership.

2

Plan

We customize a strategy to drive your investments, and future, into motion. Full transparency and hands-on team planning create the baseline for success.

3

Action

We keep all of your trusted advisors in the loop, managing the day to day to deliver opportunities as they are researched and revealed.

Spend more time on the things that matter.

Schedule a Strategy Session

Investment Advisory Services offered through Private Wealth Asset Management

1901 Howard Street, Suite 312 Omaha, Nebraska 68102

www.pwenergy.com

This website is offered for information purposes only and should not be construed as an offer of personal investment advice. This website does not take into account your particular investment objectives, financial situation, or needs and does not create a binding obligation on Private Wealth Asset Management or its representatives to enter into any transaction with you. Use of any specific strategy or particular investment advice does not assure a profit or avoidance of loss. Past performance is not indicative of future results.

1This website is not intended to offer tax advice. Please consult with your tax professional for details specific to your situation.

2Private Wealth Asset Management does not offer insurance policies or other insurance services. We may make recommendations of a particular insurance broker. We do not receive payments for such referrals.

3Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.

4There is no form of partnership or legal affiliation between Fidelity Investments and Private Wealth Asset Management nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1035216.1.0

5PW Energy provides some of these services directly. In cases where it does not, PW Energy will collaborate with outside service providers to create solutions for the client. Services provided by PW are described in Form ADV Part 2A and the client’s Financial Services Agreement. In the event PW Energy uses other providers, the client will pay that provider directly. This is in addition to any advisory fees the client pays to PW. PW may have pre-existing business relationships with selected service providers; PW does not receive any referral fees, percentages of payments by clients to service producers, or any other form of compensation associated with selection of a particular service provider.

© 2024 PW Energy. All rights reserved. Sitemap.