WealthPlan Partners
At WealthPlan Partners we offer a custom approach to your future. This means serving our clients near our offices or wherever life takes them. Whether you’re in Cleveland or any other city across the nation, let us bring our objective and comprehensive wealth management approach to bear on your behalf, helping you to realize your goals. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Since our firm’s inception in 1975, we have worked diligently to earn a reputation of excellence and reliability. Our professional approach, driven by our team’s high level of integrity and service, is what our clients have come to expect and the reason they refer us to their friends, family and colleagues. WealthPlan Partners is a fee-based financial planning firm that believes it is our team’s responsibility to help you make the most of your income and assets. We dedicate ourselves to helping individuals accumulate wealth and preserve it through sound comprehensive financial planning. Whether it is helping people to invest their money, setting up college savings plans, facilitating the exercise of employee stock options, securing life insurance or designing complex estate plans, we work with our clients until all the details have been completed. Our client-centric process involves one-on-one attention, long-term visioning and ongoing support from appropriate members of our team, every step of the way. We have developed this practice in response to four decades of conversations with our high-net-worth clients – business owners, decision makers, community leaders and families – who may not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Many of our clients have previously worked with competent advisors, such as attorneys and accountants, who provide them with a certain level of estate, tax and investment planning. However, any lack of coordination between these individuals can have a detrimental effect on the success of the overall plan. The graphic below depicts our standard planning methodology. We customize this process along the way to meet your requirements involving long term cash flow needs, an appropriately allocated investment portfolio, income tax planning, risk management, cash flow liquidity, investments, retirement planning and estate planning.
Address: 28601 Chagrin Boulevard, Suite 300, Cleveland, OH 44122, USA
Phone: +1 216 595 4975
FAX: +1 216 910 3355
