Counterweight Private Wealth

Name

Counterweight Private Wealth

Legal name

Counterweight Private Wealth

Website

https://counterweightpw.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Wealth management services
• Retirement income planning
• Tax planning advisory
• Estate planning services
• Investment management advisory

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Investment Advisory Services: The firm generates revenue through fee-only investment advisory services. Counterweight Private Wealth is a registered investment adviser with the SEC, providing comprehensive financial planning, tax strategy, tax preparation, and investment management. Revenue is derived from advisory fees for managing client wealth and providing coordinated planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Counterweight Private Wealth is a fee-only, fiduciary registered investment adviser that delivers coordinated wealth management and tax services to high-net-worth individuals, with a specialization in the retirement transition period. Core offerings include comprehensive wealth management (retirement feasibility and income planning, proactive financial planning, legacy and estate planning, investment management and portfolio construction, and insurance and risk planning) along with tax services covering proactive tax planning, multi-year tax projections, Roth conversion strategies, capital gains management, and tax preparation.

Product overview

Counterweight Private Wealth offers a unified suite of wealth management services built around coordinated financial planning. The core offerings include Wealth Management and Tax Services as the primary product lines, supported by six specialized service modules: Retirement Feasibility & Income Planning, Proactive Financial Planning, Legacy & Estate Planning, Investment Management & Portfolio Construction, and Insurance & Risk Planning. The firm emphasizes integration across these services—ensuring that tax strategy, investment decisions, estate planning, and income planning all work together toward clients' unified financial purpose. Additionally, the firm provides educational resources such as a Charitable Giving Guide for client education.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management offering that integrates retirement feasibility and income planning, proactive financial planning, legacy and estate planning, investment management and portfolio construction, and insurance and risk planning into a single coordinated plan for high-net-worth individuals approaching or in retirement.
• Tax Services Proactive tax planning and tax preparation services for clients, including multi-year tax projections, Roth conversion strategies, capital gains management, and charitable giving tax strategies, coordinated with the client's overall wealth plan.

Quantifiable outcome

• Six to seven figure lifetime tax savings from Roth conversion strategies
• +1 more outcomes

Named customers9 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Raleigh Dream CenterminorOthers · 1 January 2026Counterweight Private Wealth hosts the annual 'Clays to Raise' charitable tournament benefiting the Raleigh Dream Center. The 2026 event raised $54,645, the highest amount in the tournament's history. This is a charitable giving initiative rather than a commercial partnership.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Moneta Group: Fee-only RIA serving HNW individuals and families with comprehensive financial planning, tax, and investment services. Direct peer with comparable fee-only fiduciary model and HNW retirement planning focus.
• Facet Wealth: Fee-only RIA offering financial planning and investment management for HNW clients, distinguished by a tech-enabled remote advisory model. Direct peer in fee-only HNW advisory space, with a contrasting digital-first delivery model.
• Carson Wealth: Fee-only RIA platform serving HNW individuals and business owners with comprehensive financial planning, tax strategy, and retirement planning. Direct peer with comparable service model and target client, though operating at much greater scale and through partner advisors.
• Sensible Money: Fee-only RIA specializing in retirement income planning for HNW individuals. Direct peer given its narrow focus on the retirement transition niche and similar income-architecture planning approach.
• Buckingham Strategic Wealth: Fee-only fiduciary RIA focused on evidence-based financial planning for HNW clients, with strong emphasis on tax planning and retirement income strategies. Direct peer with overlapping specialization in retirement transition planning.

Broad incumbents

• Wealth Enhancement Group: Independent wealth management firm offering financial planning, tax, and retirement services to HNW clients through acquired advisory practices. Broad incumbent in the same HNW advisory category with similar service composition.
• Edelman Financial Engines: Large national fee-only RIA providing financial planning, investment management, and retirement planning services. Broader incumbent with overlapping HNW retirement focus but significantly larger scale and broader service portfolio.
• Mariner Wealth Advisors: Large national RIA offering comprehensive wealth advisory, tax, estate, and retirement planning to HNW and UHNW clients. Comparable service model and target segment, though much larger and broader in offerings.

Emerging players

• Rebalance IRA: Retirement-focused investment management firm offering portfolio management and retirement planning services to HNW individuals. Comparable in retirement specialization, with a more portfolio-construction-centric approach.

Regional players

• CAPTRUST: Headquartered in Raleigh, NC, CAPTRUST is one of the largest independent RIAs in the U.S. with a similar fee-only fiduciary model. Comparable as a fee-only RIA operating in the same NC geography, though significantly larger in scale and AUM.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/counterweightpw
• Facebookfacebook.com/counterweightpw
• LinkedInlinkedin.com/company/counterweightpw

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Counterweight Private Wealth