The PartnersInWealth Program

The PartnersInWealth Program  is a unique approach to financial management designed to meet the needs of high net worth households.

The PartnersInWealth Program  starts with you telling us your financial aspirations as well as your worries, frustrations and concerns. Clients sometimes tell us it is the most meaningful and gratifying meeting regarding their finances that they have ever experienced.

From there your WealthPartner, a very talented, knowledgeable, and most of all caring professional will go to work. They will craft a well thought out, comprehensive, objective, and actionable plan that will get you from where you are now to where you want to be. Working with our internal team, and your current advisors as necessary (or we can make a recommendation), they will leave no rocks unturned in identifying ideas that will allow you to get the results you want. They act as your advocate in selecting best-in-class products and service providers, and they will monitor their performance to insure that your interests are always represented.

Additionally, through The PartnersInWealth's technology platform, you will receive an at-a-glance overview of how each facet of your financial picture is performing, individually and relative to your overall plan. You will have all of your financial information in one easily accessible place, and it is updated daily.

The most gratifying aspect of our services comes over time. Your WealthPartner is your life long partner who understands your goals and aspirations, and has that unique bird's-eye view of your overall financial situation. They will proactively contact you with ideas that will further improve your situation, and help you avoid the inevitable pitfalls  that can derail the best laid plans, just like the captain of a ship makes sure passengers arrive at their destination safely. You will meet annually

(and more often if the need arises) and touch base at least four times throughout the year. They are there for you at all times, ready to listen and respond to your needs.

And our services are delivered using the most objective compensation method available. Since our compensation is based on your net worth, we aren't owned by another financial institution or have a trust department to support, and we only receive compensation from the client, you will have the confidence of knowing that your WealthPartner is always acting in your best interest. Our analysis and recommendations are based solely on what we believe is in your best interest.