Helping you find financial freedom and independence.

Private Capital Management was founded with one purpose — to help our clients plan for their financial future and achieve investment results supportive of that future. 

Today we collaborate with hundreds of individuals and families, helping them meet their financial goals. We offer a high level of customization and personal service. 

We all share the same goal: to help our clients successfully manage their financial affairs so they can focus on those areas that give their life meaning and purpose.

What Sets Us Apart


We are committed to providing exceptional service and the highest level of customization and personal service to our clients. Every decision we make has our client’s best interests in mind.

Passion & Innovation

We are committed to having the best people, processes and technology available.

Honesty & Integrity

We are committed to engaging with our clients, and each other, with respect, humility and fairness.

Philanthropic & Fun

We are committed to giving back and having fun in what we do.

Fee-Only Fiduciaries 

Our only compensation is derived from services we provide directly to clients; we do not receive commissions, profit sharing or other third-party revenue. We are also fiduciaries, committed to acting solely in the best interests of our clients.