38
Growth Score
pts
Heat Score
-16 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1784294
Counterweight Private Wealth offers personalized wealth management and fiduciary services to help clients achieve financial stability.
- Nick Murphy: Founder and President
- Carroll Davis: Director of Client Services
About the Company
Counterweight Private Wealth provides personalized wealth management services, focusing on achieving financial stability and balance. As an independent fiduciary, the company offers fee-only wealth management, institutional consulting, and guidance on tax implications, legacy planning, philanthropy, risk mitigation, and investment management. The
firm aims to support clients in reaching their financial goals through tailored advice and strategies.
