Private Wealth Advisers is a wealth advisory practice with almost 40 years of combined industry experience. No matter where you are in your financial journey, our team is dedicated to helping you achieve your financial goals in any stage of your life.
Our approach begins with a conversation about your goals, dreams and concerns. We combine that understanding with reflection and analysis of your situation to develop a thorough, personalized financial strategy for tackling any challenges and accomplishing your unique goals.
CHIEF EXECUTIVE OFFICER
MOBILE: 920.420.2542
PRINCIPAL
MOBILE: 920.917.9615
PRINCIPAL
MOBILE: 920.410.1234
Our goals-based, comprehensive financial plans are tailored to the specific needs of each individual client. Our custom approach ensures that our clients have the cash flow now and cash flow later to support themselves and their loved ones over the long-term.
Private Wealth Advisers is a Member Firm of Valmark Financial Group, a 58-year-old, invitation-only group of independent wealth and insurance advisory firms. Through this relationship, we have exclusive access to an experienced support team of over 100 professionals with credentials spanning multiple financial disciplines—from legal, accounting, tax and financial advisory expertise to life insurance, investments, retirement planning, and estate planning.
This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.
Chief Investment Officer
Vice President,
Investment Management
Senior Vice President,
Financial Planning and Investments
Director, Financial Planning
Senior Vice President,
Insurance Services
Director of Underwriting
Vice President,
Advanced Markets
New Business Specialist
The Golden Rule Marble, encircled with a band bearing the inscription – “Do unto others as you would have them do unto you” (Matthew 7:12) – was created by Jesse Shwayder in 1910 as a timeless symbol for living, upon which he founded the Samsonite Corporation.
Fifty years ago, the founder of our partner firm, Valmark Financial Group, was given the Golden Rule Marble which became an enduring touchstone guiding the firm toward the highest ethical standards in all of its dealings.
When Private Wealth Advisers joined the Valmark family of firms, the Golden Rule Marble was presented to us as a guiding principle in all of our practices:
Watch this short video to learn how we “Bring the Golden Rule to Life”…in the lives of our clients and in all that we do.
It’s no secret that the press of low yields is forcing additional restructuring moves on life insurance companies. In this video, Larry Rybka, CEO of our strategic partner, Valmark Financial Group, comments on recent transactions that raise questions for the industry about which companies will put in enough “chips” to stay in the life insurance game.
W137N6164 Weyer Farm Court
Menomonee Falls, WI 53051
E: Rosie.mathers@pwadvisers.com
E: Robert.mathers@pwadvisers.com
T: 920.420.2542
SECURITIES OFFERED THROUGH VALMARK SECURITIES, INC. MEMBER FINRA, SIPC. INVESTMENT ADVISORY SERVICES OFFERED THROUGH VALMARK ADVISERS, INC. A SEC REGISTERED INVESTMENT ADVISOR, 130 SPRINGSIDE DRIVE, AKRON, OHIO 44333. 1-800-765-5201. PRIVATE WEALTH ADVISERS, LLC IS A SEPARATE ENTITY FROM VALMARK SECURITIES, INC. AND VALMARK ADVISERS, INC.
As Co-Founder and Chief Executive Officer at Private Wealth Advisers, Rosie Mathers assists clients in identifying, planning and implementing their life goals. With over 25 years of experience, she guides clients through saving for retirement and educational goals, as well as managing their money in the distribution phase after retirement. In the process, she provides clients with the tools they need to empower transformation in wealth accumulation and protection.
Rosie approaches client interactions with the heart of a teacher, having previously served on the faculty at the University of Wisconsin – Oshkosh campus. While teaching in the College of Business, Rosie developed and implemented the curriculum for their Personal Financial Planning program. She also was the Director of their Volunteer Income Tax Assistance (VITA) program. In addition to leading the Financial Planning program, Rosie taught classes in Accounting, Information Systems and Financial Management.
Her clients are her number one focus. She works with her clients to thoroughly understand their personal and financial goals while reviewing their financial situation to customize a plan that will attain the desired result. She identifies clients’ hopes and dreams for the future and explains how the financial plan serves as a tool to accomplish the client’s goals. She also realizes clients’ goals can change and meets with them periodically to review and update them.
Rosie also serves the community through her involvement in the Women’s’ College Endowment Program of Milwaukee, 100 Women Who Care – Metro Area, Brookfield Lutheran Church and the University of Wisconsin – Eau Claire Alumni Association.
Rosie received an MBA with a concentration in Finance from the University of Minnesota – Twin Cities’ Carlson School of Management, along with a BBA in Accounting and Finance from the University of Wisconsin – Eau Claire.
Bob Mathers is a Co-Founder and Principal at Private Wealth Advisers. He is also a tax attorney at the law firm of Quarles & Brady LLP. He provides legal and business advisory services to Midwest businesses and their owners with a focus on closely held businesses, estate planning and private wealth services.
Bob is a Certified Public Accountant and is AICPA Accredited in Business Valuation (ABV) and is an AICPA Personal Financial Specialist (PFS). He leverages his prior experience as one of the country’s largest CPA firm’s National Tax Director, and CEO of its Wealth Management subsidiary, to provide tax and transactional guidance to businesses and individual clients. He regularly provides guidance to CPA firms, financial services firms, and the accounting and investment advisory industries.
His professional memberships include American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, Vistage (formerly The Executive Committee, TEC), American Academy of Attorney-CPAs, Fox Valley Estate Planning Council, Winnebagoland Estate Planning Council, the State Bar of Wisconsin (Director, Tax Section) and the American Bar Association (Tax Section).
Bob received his J.D. from Mitchell Hamline School of Law and a B.B.A., cum laude, from the University of Wisconsin-Eau Claire. He is a member of the Wisconsin, Minnesota, and Arizona Bar Associations, the U.S. District Court – District of Minnesota, and the U.S. Tax Court.
David Mathers is a Co-Founder and Principal at Private Wealth Advisers. He is also a senior manager at Johnson Controls International PLC. He was previously a private equity associate at Periscope Equity LLC and an industrial investment banking analyst at Robert W. Baird & Co.
David received his BBA in Finance and Accounting from the University of Wisconsin-Madison. He likes to record and play the drums in his free time.
