Medallion Trust

Private Wealth Asset Management, operating under the name Medallion Trust, is a multi-family office dedicated to delivering counsel to families and institutions. They specialize in wealth planning, investment management, natural resources, endowments & foundations, and business transitions. The firm claims to have an average client tenure of 15+ years and combined experience of 500+ years across its team.

The firm serves successful families, multi-generational wealth planners, endowments, foundations, and institutions. They emphasize a client-centric model that prioritizes the client above all else with a dedicated team accessible at all times. Their approach involves bringing all stakeholders together to prepare for a true partnership before customizing a strategy to drive investments into motion.

Clients can begin by scheduling a Strategy Session to explore their financial vision. The process moves from exploring all stakeholders to planning a customized strategy, and finally taking action by keeping trusted advisors in the loop to manage day-to-day opportunities. Full transparency and hands-on team planning are used to create a baseline for success.

The firm highlights a 27+ years average partner experience and a deep bench of specialists who apply hard-earned knowledge to elevate collective impact. No single advisor is expected to do it all well; instead, they surround each client with a team of experts to manage portfolio management and service offerings.

The firm states it was founded to deliver the best possible service for each and every client, building a better way that puts client interests ahead of all else. Their mission is to empower individuals, families, and institutions to turn complexity into confidence, peace of mind, and meaningful impact for future generations.

The firm operates in multiple locations including Omaha, Cedar Rapids, Des Moines, San Antonio, Midland, St. Louis, and Corpus Christi. They also have a presence in Minnesota and serve clients across the United States with local partners intensely focused on client success.

The firm claims to have been named one of Newsweek’s America’s Top Financial Advisory Firms in 2025. They are also recognized among the nation’s best in AdvisorHub’s 2025 “Advisors to Watch” List, according to their website.

The Trustburn rating is 4 out of 5 from 11 reviews. The rating split includes several 5-star reviews praising professionalism and expertise, alongside 3-star reviews citing higher-than-expected fees and generic advice.

Some reviewers say the fees charged were a bit higher than expected or slightly higher compared to other options in the market. However, many users praise the team's knowledge, helpfulness, and the ability to achieve financial goals effectively.

The firm provides a toll-free number at 888-611-7926 and an email address at [email protected] for inquiries. They also offer a form to send messages, promising a response within 48 hours.

The firm offers services for endowments and foundations, providing outsourced institutional investment management to drive causes. They also handle business transitions, navigating all aspects of business ownership for clients.

The firm mentions a 'Rope-a-Dope Investment Strategy' and provides insights on year-end money moves and retirement planning. They also offer a newsletter with expert insights delivered to subscribers every few weeks.

The firm states they build real relationships grounded in honesty and trust, staying attentive and aware of what lies ahead. They measure success by the lives they enrich and the legacies they help shape for beneficiaries.

The firm emphasizes mindful anticipation, thoughtful exploration, and genuine connection as part of their core values. They aim to provide the same level of expertise for future generations and beneficiaries, not just for today.

The firm operates under the domain privatewealth.com and provides a Form ADV and Form CRS as part of their compliance. They state that past performance is not indicative of future results and that their website is for information purposes only.