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| Wealth Partners Advisors LLC |
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Overview:
Wealth Partners Advisors has seen it all. Up markets, down markets, and everything in between. We are process-driven, research based, and product agnostic. Every decision we make is independent, for the good of our clients. There’s no hidden agenda. No corporate office dictating particular products or services to sell for the highest profit. We’ll always build a customized plan that is right for you, and your goals. We’ll keep it simple, in language you can understand. And as your circumstances change, we’ll be right there with you to monitor and make adjustments along the way.
Since we are independent and objective, our interests are fully aligned with yours – to build and protect your wealth. We value long term relationships, serving clients including business owners, public and private sector professionals, families, retirees, entrepreneurs, corporate retirement plans and generally successful people. We provide client-specific financial analysis and planning in the areas of wealth preservation and accumulation, insurance strategies, risk managed portfolio investment design and management, estate planning, business continuation and retirement benefits planning.
Our Process
We realize that in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved through personalized service and responsiveness.
At Wealth Partners Advisors LLC, we recognize that every individual, family and business entity is unique and has different circumstances and goals. Therefore, our process starts with a conversation to gain a clear understanding of what each of our clients are looking to accomplish. This does not just mean simply understanding the client’s financial goals, but learning their overall life goals, desires, and needs.
Our multi-generational, independent financial services practice works comprehensively with our clients to define goals, develop, and update their wealth management and protection plans. This process covers investments, insurance, business continuation and/or exit planning, as well as retirement benefits planning.
The 13 Wealth Management Issues
01. Investment Planning
02. Risk Management & Insurance Planning
03. Banking & Credit Management
04. Retirement Planning
05. Executive Compensation
06. Business Succession Planning
07. Planning for Incapacity
08. Education & Family Support
09. Charitable Gifting
10. Titling & Beneficiary Designations
11. Executor & Trustee Selection
12. Distribution of Estate
13. Tax Planning
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