A Comprehensive
Financial Services


Partnership Wealth Management, we help everyday people who have accumulated wealth make sense of what they have and work with them to maximize their financial opportunities. Our clients are typically down-to-earth people who have worked hard to create a quality of life they can enjoy for years to come. Many of our clients were not born into wealthy families; they are people who kept their debt low and invested for the future.

Our clients are people looking for a personal financial advisor because they lack the time, knowledge, or desire to create and monitor their financial plan.

Partnership Wealth Management provides our clients with reassurance regarding their financial planning goals by helping them understand their financial options for today and the future. We will take the time to thoroughly explain our recommendations to ensure you know what you are doing, why you are doing it, and what your costs will be.

Working with us as your independent financial advisor, you won’t have to worry about our recommendations being biased towards a specific investment or product company.

Our full-service practice provides:

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

February 2016 Newsletter


Although mortgage rates jumped in December after the Fed's rate increase, they have come down since the beginning of the year. According to BankRate.com, current rates for thirty-year mortgages are 3.85% nationally (rates posted online as of 2/17/2016). While you may have a low rate on your current mortgage, you may want to consider evaluating your refinance options to lock in potentially lower rates. [MORE]

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