Evolution of Consortium Private Wealth

Consortium Private Wealth evolved from its humble beginnings when Rob Gowdy started his career in finance in a small country town. The firm transitioned to a self-licensed model after separating from larger licensees, allowing for more control over client offerings and financial advice. With a mix of retail clients and direct offerings, the firm has grown to incorporate multiple advisors, fostering an environment that continues to prioritize client needs and strong professional relationships. The evolution reflects a commitment to adapting and learning, as Gowdy emphasizes the importance of having a skeptical and questioning mindset toward financial products.