In that we devote little time or resources to marketing, in a traditional sense (as some might view our blog and possibly this website – available to anyone in the world with an internet connection – as marketing endeavors), virtually all of our new clients come to us via referrals from others who are familiar with our work. And while we still entertain opportunities when presented, we will only take on a new client when we believe it’s an exceptionally good fit – as our commitment, first and foremost, is to our existing clientele.


Being thoughtful with regard to the commitments we make ensures that we remain undistracted as we manage our clients’ portfolios into what is forever an uncertain future.

Bottom line: We passionately enjoy working with a select group of people with whom we have lasting relationships. It's our opinion as to whether a potential new client is one with whom we can enjoy a "lasting relationship" that ultimately determines if we'll take on their portfolio.

7447 N First St

STE 202

Fresno, CA 93720

Phone: 559-451-3463

Fax: 559-432-1938

This website is a publication of Private Wealth Advisors. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto. Private Wealth Advisors is registered as an investment adviser with the SEC, and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.