IA Private Wealth - Joe Macek, Investment Advisor, Portfolio Manager

I was looking for a financial planner to help get my goals in line and set up a plan to organize my savings and retirement plan. Joe took me on as a new client in his a warm, fun, humorous way that made me feel at ease. I was intimidated to call him because I do not have a six figure account to invest and wasn't sure if my small nest egg would be worth his time. Joe Macek never made me feel I was any less valuable than his heavy-hitter clients. If you are looking to invest large or small and want honest, personable and qualified advice. This is your guy! Melanie Mitchell Winnipeg
Apr 10th, 2023

Joe's a great guy and his advice really helped me! I'm on my way to becoming a millionaire thanks to him!
Feb 8th, 2023

Joe is an amazing portfolio planner. He took me on a client a few years back now, and has help me on my investment journey. He is so knowledgeable and has a wonderful way of explaining everything, so I can truly understand what is going on with my finances. Joe has a way of making you feel very much at ease and comfortable when speaking/learning about investments. He wants you to succeed and works very hard to help you achieve all your financial goals.
Nov 18th, 2022

I've been working with Joe for about year now, and my only regret is that I didn't start sooner. There are a lot of good things I could say about Joe but what really sticks out is how open and transparent he is when I ask him questions. He is legitimately interested in and excited about teaching me about money management and investing. I feel he's gone above and beyond the role of a traditional advisor and has earned my trust and respect. I Look forward to working with him for many years.
Sep 5th, 2022

I have known Joe close to six years but only recently did I become his client. I really wish I would have started investing with him years ago...wow! The amount I have learned in such little time with his extensive knowledge of the industry has been so valuable. I highly recommend him to those that are beginners! He cares about his clients and will take the time to walk you through without any judgement. I am excited about this journey, gaining more knowledge with his YouTube videos and our meetings. Thanks Joe for changing my outlook on investing and making it fun!
Aug 24th, 2022