Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Wealth Management Partners, LLC

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Wealth Management Partners, LLC

Mission statement:

To establish a partnership with our clients in order to build a personal financial plan that addresses what they care about most and serves as a foundation for working toward financial independence.

Overview:

OUR FIRM provides comprehensive financial planning services to individuals,
families and small businesses. We utilize a holistic approach in analyzing and planning
a client's investment portfolio, retirement, children's education, goal planning, tax
advantaged investing, risk management and estate planning. Recommendations
are based solely on your specific needs, circumstances and goals.
OUR MISSION is to partner with clients to establish and achieve financial goals
through objective planning and management of investment assets. Our purpose is
to help build, manage and preserve your wealth. We put our client's interest first,
act with integrity and honesty, and strive for excellence in every facet of our
practice. Our success is not measured by performance statistics but rather by our clients' success in achieving their goals.

OUR CLIENTS share in the realization that by coordinating and managing today's
financial decisions they can achieve their goals for tomorrow. They are
individuals and businesses that expect excellence and have made a firm
commitment to achieving it themselves. Our clients usually have no desire to
manage their financial affairs on a daily basis, want to simplify their lives, and are
willing to enter into a long-term relationship that is mutually beneficial. They are
highly motivated to work with a professional advisor.

OUR COMPENSATION agreement with my clients is flexible. Our agreement can
include a fee only arrangement, a combination of fees and commissions whereby
fees are charged for the amount of work done in developing financial planning
recommendations and commissions received from any products sold or an asset
based fee.
OUR PHILOSOPHY is to provide clients with the highest level of service and
technical expertise with regards to their personal financial planning. Our entire
focus is firmly committed to this philosophy.

Wealth Management Partners, LLC.
Profile of Products and Services

Investments

   Mutual Funds
   529 College Savings Plans
   Coverdell Education Savings Accounts
   Variable Annuities

Financial Planning Services

   Financial Profile
   Financial Independence (Retirement)
   Survivor Income Needs
   Education Funding
   Estate Review
   Asset Allocation
   Income Tax
   Goal Funding
   Disability Income
   Long-Term Care
   Investment Planning Services
   Estate Planning Strategies
   Wealth Forecasting Strategies
   Business Planning Strategies

Fee-Based Asset Allocation Programs

   Managed Allocation Portfolios

Insurance*

   Annuities – Immediate, Fixed and Variable
   Life Insurance – Fixed and Variable
   Long Term Care and Medicare Supplement
   Disability, Health and Dental Plans
   Individual, Business and Group Products

Individual and Business
Retirement Plans

   Traditional and Roth IRA
   IRA Rollover
   401(k) Plans
   457 Plans
   403(b)/TSA Plans
   Owner(k)® Plans
   Keogh Plans
   Money Purchase Plans
   Profit Sharing Plans
   Payroll Deduction IRA Plans
   SIMPLE IRA
   SEP (Simplified Employee Pension Plans)
   Defined Benefit Plans
   Governmental Employee Plans

* Insurance products are offered through insurance companies with which Wealth Management Partners LLC has sales arrangements.
Securities and Investment Advisor Services offered through Saxony Securities, Inc. Member FINRA/SIPC

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.