At 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. We work with a smaller group of clients in order to meet our high standard of service and to provide personal attention to each of our clients.
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.
Contact us to learn more about the benefits of financial planning and working with an Registered Investment Advisor.
Our full-service practice provides:
- Personal Financial Advisor
- Investment Management
- Retirement Planning
- LGBT Financial Planning
- Financial Planning for Women
- Retirement Plan Consulting Services
- Insurance Planning and Review
- Saving for College
- Estate planning
- Charitable Giving Strategies
