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Protect your wealth with

active mineral management.

We guide better mineral management strategies for families and institutions.

Endowments & Foundations
Successful Families
Institutional Investment Firms & RIAs
Financial Professionals

Endowments & foundations

Support your mission with mineral investments that expand opportunity.

Schedule a strategy session
Family Dynamics in Business Transition Planning

Making smart investments can help finance your mission and expand the reach of your organization. Build sustainability into budgets and develop internal resources with support from our natural resource management experts.

Natural Resource Asset Management

We care about the land and use our high designations in oil, gas, minerals and real estate to move the needle for individuals and organizations. Cutting edge tech and customized solutions give your natural resource gifts and investments an edge.

Successful Families

Generational investment
strategies backed by
proven mineral experts.

Secure the future of your family by diversifying investments beyond the bounds of Wall Street. Strategic asset management ensures the land is cared for and producing as investments change hands and serve across the generations.

Schedule a strategy session
collage

Institutional Investment Firms & RIAs

Leverage categorically unique investment options to better serve your clientele.

Natural resource investments are unique and they demand specialists who understand lease negotiations, production values and long term forecasting. As an extension of your team, we deliver value beyond the scope of your firm’s capabilities.

Schedule a strategy session

CPAs and Attorneys

Add efficiency and ease the burden of managing client energy assets.

We partner with CPAs and attorneys to plan and optimize the maximum value of their client energy assets. Streamline mineral investment accounting and leverage real-time reporting for proactive tax management. Choose the correct entity formation and titling to aid estate planning and longevity in your client portfolios.

Schedule a strategy session

Resources

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Why PW Energy?

Natural resource experience you can lean on.

Our specialists put the client first and are always available to discuss and strategize around mineral and land investments.

Getting started

Breathe life into your mineral interests.

1

Discovery

We gather the pertinent information surrounding your mineral investments, surface rights and legal obligations. Full background guides informed strategies for every investment.

2

Strategy

We find ways to optimize revenue from mineral interests while developing strategies for success based on your individualized goals.

3

Implementation

Strategy meets reality as we incorporate all stakeholders and move investments forward, monitoring, managing and delegating the day-to-day.

Spend more time on the things that matter.

Schedule a Strategy Session

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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.

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