Build Your Legacy
DEFINE Your Future
& Forge a Lifetime
Partnership

Welcome to Private LabEl Wealth Management

Tailored wealth solutions for your unique journey.

We believe wealth management should be a personalized experience that aligns with your unique aspirations and values. Our comprehensive, collaborative approach brings all your financial needs under one roof while focusing on enriching life experiences and fulfilling personal dreams.

As your devoted ally, we will work to unlock the full potential of your wealth and guide you on a path to prosperity.

OUR SERVICES

Comprehensive
Wealth Management

Our team of CERTIFIED FINANCIAL PLANNER™ practitioners, CPAs, attorneys, investment specialists, and insurance professionals collaborate to integrate every aspect of your financial life into a cohesive, actionable plan.

  • At Private Label Wealth, we view a financial plan as the foundation of financial success. That’s why our dedicated team takes the time to understand you, your family, and your goals before crafting your comprehensive plan.

    Integrated into Every Financial Plan:

    • Investment Management

    • Strategic Tax Planning

    • Estate Planning

    • Retirement Planning

    • College Financial Planning

    • Insurance Planning & Asset Protection

  • Devoted Ally dedicated to unlocking the full potential of your wealth.

    At Private Label Wealth, we understand that each client’s financial journey is unique. That’s why we create individualized portfolios tied to your specific financial goals, with investment allocations aimed at maximizing your success. We recommend a diverse mix of investments and tax-efficient strategies to support long-term growth while offering short-term stability. As your life changes, we’ll regularly review and adjust your portfolio to keep it on track with your evolving goals

    Our Investment Principles:

    • Fiduciary Investment Management

    • Customized Solutions

    • Low-Cost

    • Tax-Efficient

    • Transparent

    Our Capabilities:

    • High-Conviction Equities

    • Fixed Income

    • Cash Management

    • Capital Preservation

    • Alternative Investments

  • Retire with clarity and confidence.

    Achieving financial freedom in retirement is the most common goal among our clients. Our comprehensive, customized approach helps you transition into this new phase of life with confidence.

    Integrated into Every Retirement Plan:

    • Personalized Investment Portfolio

    • Strategies for Tax-Efficient Withdrawals

    • Retirement Cash Flow Planning

    • Analysis of Insurance Coverages and Needs

    • Social Security Planning & Strategies

    • Planning for Medicare & Healthcare Cost

  • Protecting your wealth is as vital as building it.

    We approach insurance with the same collaborative mindset as every other aspect of your financial plan. Drawing on our team’s knowledge, we craft a customized strategy designed to protect your assets and ensure your family’s peace of mind.

    Protect Your Wealth with Customized Insurance Protection:

    • Life Insurance

    • Long-Term Care Insurance

    • Disability Income Insurance

    • Property & Casualty Insurance for Home and Business

    • Medicare/Health Insurance

  • Minimize Taxes; Maximize Returns

    Taxes can have a substantial impact on your investment returns. At Private Label Wealth, your wealth manager partners with our strategic alliances of CPAs and attorneys—or coordinates with your own—to strategically optimize your portfolio for tax efficiency.

    Integrating Tax Strategies With Your Custom Portfolio:

    • Year-Round Tax Planning

    • Tax-Loss Harvesting

    • Charitable Giving Strategies

    • Estate Tax Planning

    • Asset Location

  • Leave a lasting impact for loved ones and meaningful causes.

    At Private Label Wealth, our wealth managers work closely with a team of attorneys to craft personalized trust and estate planning solutions, ensuring your wishes are seamlessly integrated into your financial plan.

    Managing Your Estate Planning Objectives:

    • Estate Tax Planning

    • Asset Protection

    • Managing Division of Assets

    • Avoid Probate

    • Maintain Privacy

    • Charitable Giving Strategies

    • Wealth Distribution Strategies

  • Providing business services that drive innovation & inspiration.

    At Private Label Wealth, we recognize that your business is an expression of your passion. We’re here to be your partner in simplifying the challenges you encounter, empowering you to make confident decisions about your business, its executives, and your employees’ futures. Our tailored business services offer specialized, high-quality experience to support every step of your entrepreneurial journey.

    Integrated Business Support Solutions:

    • Employee Benefits

    • Executive Benefits 

    • Retirement Plans

    • Corporate Investments

    • Business Succession

    • Business Valuations

MEET THE TEAM

  • A seasoned CERTIFIED FINANCIAL PLANNER™ professional, serves as a Founding Partner of Private Label Wealth—a distinguished financial firm specializing in comprehensive wealth management, investment strategies, retirement and estate planning, insurance solutions, strategic tax planning, and business owner services. With over two decades of experience in financial services and a reputation for integrity, Cliff is dedicated to guiding individuals and small businesses towards their financial aspirations.

    Recognizing the unique needs of each client, Cliff prioritizes understanding their specific circumstances before offering tailored recommendations. He is committed to empowering clients through education, helping them set achievable goals, navigate financial decisions, and implement effective strategies aligned with their personal plans.

    Cliff earned his bachelor’s degree in economics from the University of Colorado and received his CERTIFIED FINANCIAL PLANNER™ certification while studying towards a master’s degree in finance at the University of San Diego.

    Outside of work, Cliff finds joy in traveling with his wife and two sons, having explored 55 countries across six continents

FOUNDING PARTNER

CLIFF DueSTER CFP®

Joseph guevAra

FOUNDING PARTNER

  • Joseph is a Founding Partner of Private Label Wealth, a prestigious financial firm specializing in comprehensive wealth management, investment strategies, retirement and estate planning, insurance solutions, strategic tax planning, and business owner services. With over 20 years of experience in financial services, Joseph brings a deep commitment to honesty and a desire for lifelong partnerships to every client relationship. He is dedicated to helping families and small businesses achieve their financial goals, no matter where they are in their journey.

    Understanding that each client has unique needs, Joseph takes the time to learn about their specific situations before offering personalized recommendations. He is passionate about empowering clients through education, helping them set realistic goals, make informed financial decisions, and implement strategies that align with their individual plans.

    Joseph earned his bachelor’s degree in psychology from the University of California at Berkeley. He and his wife, Anna, live in the Bay Area with their three children: Holden, Sawyer, and Keeley. Outside of work, Joseph enjoys participating in his children’s activities, traveling, reading, self-development, serving on the board of the YMCA, and competing in any sport he can participate in.

Mike Antalek

MANAGING DIRECTOR

  • With a decade of experience in financial services, Mike is passionate about meeting clients where they are and guiding them toward a secure financial future. He emphasizes financial education, empowering clients with the knowledge to navigate the financial marketplace confidently. Mike believes that a deep understanding of both the financial landscape and a client’s personal financial plan is key to creating a lasting and fulfilling financial strategy that clients will adhere to and take pride in for years to come.

    Mike earned his bachelor’s degree in finance from Colorado State University in Fort Collins. He and his wife Shannon reside in Denver with their two children, Jamison and Graham. Deeply family-oriented, Mike cherishes spending time with his family, whether at home or at their mountain house in Steamboat Springs. In his free time, he enjoys snowboarding, snowmobiling, mountain biking, and sharing these adventures with his loved ones.

    Mike Antalek is a registered representative with HTK and cannot offer advisory services.

Patti sousa

SVP, OPERATIONS

  • A dedicated professional in Wealth Management, serves as the Senior Vice President of Operations of Private Label Wealth. 

    With a robust 25-year career in Financial Services and Human Resources, Patti has honed her expertise and leadership skills to drive exceptional results for her clients and team.  She holds a Business Management degree from Virginia Tech, which laid the foundation for her successful career.

    Patti excels in creating straightforward and streamlined processes, with a sharp focus on customer satisfaction and ensuring ease of doing business. She holds Six Sigma and Continuous Improvement certifications, underscoring her commitment to operational excellence. Her dedication to integrity and a strong work ethic has been the cornerstone of her professional journey.

    Patti has an ongoing interest in learning, self-discovery, and exploring new ideas, constantly seeking to enhance her skills and knowledge to grow personally and bring the very best service to our clients and partners.  Beyond her career, she enjoys traveling and cooking, finding joy in exploring new cultures and culinary experiences.

CURT KANEMOTO

SVP, TECHNOLOGY

  • A versatile professional with a unique background, Curt serves as the SVP of Technology at Private Label. Coming from a successful 14-year career as a film executive and producer, Curt brings a wealth of experience to the firm's technology services.

    Curt leverages his skills in streamlining intricate workflows, implementing creative solutions to multifaceted challenges, and harmonizing diverse team needs & interests to enhance Private Label's technological infrastructure and client experience. His approach combines creativity with precision, ensuring innovative solutions that meet the diverse needs of the firm's clientele.

    Curt graduated from Brooks Institute of Photography with a BA in Film Studies. Outside of work, he has a family-first focus and enjoys woodworking, photography, and working out.

XAVIER RIVERS

ASsociate Advisor

  • Xavier is an Associate Advisor at Private Label Wealth, where he brings a unique blend of dedication to client relationships and a strong foundation in teamwork. With a background in music, Xavier understands the importance of deep connections and collaboration, applying these principles to his work in wealth management. He believes that transparency and meaningful engagement are the cornerstones of a successful advisor-client relationship.

    At Private Label Wealth Management, Xavier and his team specialize in customized wealth planning, helping clients navigate the complexities of financial management with a personalized approach. The goal is always to guide clients toward a secure and prosperous future.

    Xavier holds both a Bachelor's and master’s degree in Piano Performance from Berklee College of Music, a testament to his discipline and commitment to excellence.

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