At PB FAM Private Wealth, we prioritize your financial goals by learning about you as part of our family and guiding you through every step of your financial journey. Our team focuses on proactive communication and concierge level engagement so you feel supported throughout the path forward.
We focus on concierge wealth management and building strong relationships with our clients. We constantly strive to provide value to our clients by approaching each relationship with a profound sense of purpose, family connectivity, and education.
With over 75 years of combined investment management experience, our team is prepared to guide you down the path ahead.
Each client and their family receive custom tailored holistic wealth planning and guidance. We view each client as a relationship that becomes part of our family – and with that ethos, we embrace the responsibility of this standard. We deliver anticipatory service and support toward all elements of a family’s wealth.
We work to keep you apprised of market fluctuations with up-to-date articles and videos to help you stay informed.
Taking the first step is easier when you have a plan in place. We are here to make sure you have a firm understanding of the road ahead.
At PB FAM Private Wealth our focus is on you. We delve deep and work at a pace that is comfortable to you.
We specialize in planning within all the areas of Retirement Planning, Business Transition, Estate/Trust, and Tax Management. Feel free to give us a call to learn more.
Managing Director, Wealth Advisor
Raanan brings more than 25 years of financial services management experience to his role as Managing Director, Wealth Advisor for PB FAM Private Wealth.
Brian Brenneman, CRPC®
Senior Vice President, Director of Portfolio Strategy
Brian Brenneman brings over 25 years of industry experience to PB FAM Private Wealth Powered by LPL Financial. Prior to his role here, Brian worked as a Senior Portfolio Manager/Senior Vice President at Fifth Third Private Bank since...
Senior Vice President, Director of Business Management
Neal brings 20 years of experience to his role as Senior Vice President, Director of Financial Planning at PB FAM Private Wealth Powered by LPL Financial.
Andrew Bacharach, J.D
Senior Vice President, Director of Financial Planning
Drew brings over 10 years of experience in estate, tax, and financial planning to PB Fam Private Wealth Powered by LPL. Prior to joining PB Fam Private Wealth, he spent eight years as the top performing Senior Vice President and Senior...
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