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Timeless Private Wealth

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Raleigh
CRD Number
Website timelesspw.com
Client types

Overview

Timeless Private Wealth is a boutique virtual family office headquartered in Washington, North Carolina, founded and led by Jordan Cantrell, AAMS®, CFP®, CEPA®. The firm serves entrepreneurs and families, helping clients navigate complex financial lives with intention so that wealth supports purpose and endures across generations. Timeless Private Wealth operates under a virtual family office model that integrates financial planning, investment management, and professional relationship coordination into a cohesive and personalized client experience. Securities are offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC, and investment advisory services are offered through Kestra Private Wealth Services, LLC (Kestra PWS).

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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