Mackenzie Edwards has joined our firm as an Investment Advisor

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Mackenzie Edwards serves as an Investment Advisor at Inlet Private Wealth®. He is an honors graduate from the University of Florida, earning a Bachelors Degree in Finance and a Masters Degree in International Business. Mackenzie brings a fresh perspective to the Inlet team. He is passionate about investments and in helping others. While at the University of Florida, Mackenzie was involved in many investment clubs and was one of the co-founders of the University of Florida Club Golf Team. In his free time, Mackenzie enjoys playing golf and traveling with family and friends.

Halsey Smith has joined our firm as Marketing Director

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Inlet Private Wealth® is pleased to announce that Halsey Smith has joined our firm as Marketing Director. Halsey Smith brings a wealth of knowledge specializing in personal financial planning and estate planning. With years of financial services experience, Mr. Smith brings a depth of knowledge to work closely with clients to provide personalized wealth solutions.

Inlet Private Wealth was founded to serve individuals and families that desire customized solutions tailored to help best meet their financial objectives. Mr. Smith and the Inlet team provide independent, customized wealth management solution to address the investment, trust and estate needs of each individual client.

Inlet Private Wealth® Launches Inlet Private Wealth & Trust

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New service offering enhances scope of trust solutions available to the firm’s clientele

Jupiter, FL (February 1, 2019) – Inlet Private Wealth®, a boutique wealth management firm serving high net worth individuals, families and institutions, announced the formation and launch of Inlet Private Wealth & Trust to provide comprehensive, personalized trust services to its clients.

Inlet Private Wealth & Trust is a Trust Representative Office of National Advisors Trust Company (NATC), an independent trust company with a national charter providing trust services in all 50 states. Inlet Private Wealth & Trust delivers a full range of trust and trustee services with administrative trust services provided by NATC.

“Adding trust services brings additional breadth to our already comprehensive wealth management services, allowing us to provide personalized trust and estate planning solutions to our clients and their families over generations,” said Victoria Peaper, Chief Executive Officer of Inlet Private Wealth. “Trusts are a regular feature in the highly customized solutions we plan and implement for our clients.  Like wealth management, estate planning is a deeply personal process based on each client’s unique goals. No two clients are alike, and we pride ourselves on working closely with clients to tailor solutions to meet their individual needs.”

Distinguished for being conservative with capital and creative with solutions, the combination of Inlet Private Wealth & Trust and Inlet Private Wealth creates a holistic investment management, trust and estate planning offering to serve individuals and families with comprehensive lifetime solutions.

Inlet Private Wealth researched and evaluated several trust services options before selecting NATC. “We considered many options for trust services, but NATC and its private label Brand Advantage program was the best fit,” said Ted Furniss, Chairman and Chief Investment Officer of Inlet Private Wealth. “NATC was created by and for advisors, and is owned by advisors; they understand our business.  The company’s business model is advisor friendly, with non-competing services. Their corporate directed trustee model allows us to remain in charge of investment management and be named in our clients’ trust documents as the investment advisor. The private label program allows us to market branded trust services, and includes trust education programs and marketing support.  It’s really a tremendous partnership with great synergies, helping us further strengthen the lifelong bonds we build with our client families.”

About Inlet Private Wealth
Inlet Private Wealth was founded to serve individuals and families that desire customized wealth management solutions tailored to help best meet their financial objectives, challenges and aspirations. As a boutique firm, Inlet Private Wealth caters to the needs of each client by working collaboratively with them to help achieve their unique financial objectives. The firm develops personalized financial solutions without pressure on clients to employ a style box or proprietary products. It provides clients with a comprehensive approach that is mindful of their preferences, income needs, existing investments, taxes and expenses. For more information visit www.inletprivatewealth.com.

About National Advisors
National Advisors is a family of companies providing expert nationwide trust, custody and concierge services to trusted advisors and the families they serve. National Advisors is comprised of the following entities: National Advisors Trust Company; National Advisors Trust of South Dakota, Inc.; National Advisors Concierge Services; and National Advisors Holdings, Inc. Enriching Lifelong Relationships unites and unifies the professional staff of National Advisors. We embrace our clients with this common purpose, delivering a seamless, consistent experience across our family of companies. More information is available at www.natrustco.com, www.natrustsd.com, www.natctro.com.

For more information contact:

Inlet Private Wealth
Victoria W. Peaper
561-781-0400
vpeaper@inletprivatewealth.com

National Advisors Trust
Corrine Smith
913-234-8247
csmith@natrustco.com

Inlet Private Wealth® Launches With the Help of TruClarity

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With TruClarity’s support, Florida-based RIA Inlet Private Wealth® launches wealth management practice serving affluent families and individuals.

JUPITER, Fla., July 2, 2018 – Inlet Private Wealth, an independent SEC-registered investment advisor, today announces the launch of its wealth management practice serving affluent families and individuals across southern Florida and nationwide. Based in Jupiter, Florida, Inlet Private Wealth aims to protect and grow their clients’ wealth while preserving legacies, offering straightforward solutions to complex investment, trust and estate issues.

Ted E. Furniss and Victoria W. Peaper co-founded Inlet Private Wealth with the belief that advisory clients deserve flexible, tailored solutions designed with their best interests in mind. Furniss and Peaper previously served as Managing Directors at Wilmington Trust, a subsidiary of M&T Bank Corporation. Peaper now serves as Inlet Private Wealth’s Chief Executive Officer and Furniss as the Chairman and Chief Investment Officer.

“Inlet’s mission is to give our clients greater control over their legacies in order to best preserve, grow and pass on their wealth,” said Furniss. “We want to be a safe harbor; a place where our clients can receive personal, highly-engaged advice.”

Inlet Private Wealth’s core services, founded on comprehensive and personal advice, include investment management, trust and estate planning, philanthropic planning, tax planning and family education and governance. On the backend, in addition to transition support, TruClarity will guide the firm’s human resources, real estate, legal, compliance, payroll, billing and marketing functions going forward.

“Aligning with TruClarity has made this launch process more seamless than we could have imagined,” said Peaper. “It allowed us to remain focused on our clients while TruClarity worked behind the scenes to ensure a successful transition.”

TruClarity offers financial advisors a proven solution to the challenges of becoming an independent advisor and business owner, assisting them through every step from the initial financial analysis and forecasting to full transition support and comprehensive ongoing back office services after the leap to independence.

“From our very first meetings with Ted and Vicki, their passion and drive were very apparent,” said Pamela Stross, CEO at TruClarity. “I can speak for our entire team in saying we all look forward to the coming years of working with as them as they live their dream and grow their practice.”

For media inquiries, please contact Brian Hart of Flackable at (866) 225-0920 ext. 101 or brian@flackable.com.

About Inlet Private Wealth
Inlet Private Wealth is an independently owned and operated, fee-based SEC-registered investment advisor located in Jupiter, Florida. Through Inlet’s goals-based service approach, the firm is committed to offering customized wealth management solutions to achieve the planning and investment objectives of affluent families and individuals, one investment at a time. Learn more at www.inletprivatewealth.com.

About TruClarity
TruClarity is a trusted solution for financial advisor independence and life beyond the leap. Offering a totally comprehensive transition solution, TruClarity equips advisors with a robust, turnkey platform to support their firm’s day-to-day activities. Learn more at www.MyTruClarity.com.

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Inlet Private Wealth, LLC (“Inlet Private Wealth”) is an SEC registered investment adviser with a principal place of business in Jupiter, Florida. Inlet Private Wealth and its representatives are in compliance with the current registration and notice filing requirements imposed on SEC registered investment advisers by those states in which Inlet Private Wealth maintains clients. Inlet Private Wealth may only transact business in those states in which it is registered, notice filed, or qualified for an exemption or exclusion from registration or notice filing requirements.

Inlet Private Wealth’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Inlet Private Wealth’s website on the internet should not be construed as Inlet Private Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice, over the internet. Furthermore, the information on this internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Inlet Private Wealth. Any subsequent, direct communication by Inlet Private Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Inlet Private Wealth, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.com.

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