PartnersInWealth is a pioneering financial advisory firm serving financially successful families and individuals. We have refined our singular focus on the business of wealth management since 1984. The firm employs a balance sheet approach that considers every aspect of a family’s assets, liabilities, and personal circumstances to maximize wealth now and for future generations. If you have any of the following challenges, we may be able to help.
Do You Face These Challenges?
Lack of a Plan
Without specific, actionable goals and a plan to achieve them, you and your family may not reach your full financial potential.
Disjointed and narrowly focused financial advice from multiple sources can fail to maximize your family’s financial situation.
Lack of Organization
Disorganization can lead to a lack of control and reduced confidence in your financial future, with costly consequences for your family and future generations.
Absence of a Sounding Board
Without a trusted and knowledgeable confidant with whom you and your family can discuss financial questions and ideas, you may worry and make costly mistakes.
No Holistic Oversight
With no single advisor quarterbacking your overall situation, you may miss opportunities such as tax reductions, higher returns on investments, and optimal transfers of wealth.
Incomplete Legacy Planning
There may be unintended consequences if the tangible and intangible aspects of your philanthropic and legacy planning are not well thought out and communicated with your family and other recipients of your wealth.
Here’s How We Help
Welcome to a different type of advisory service—the PersonalCFO.
The PersonalCFO is our innovative response to the challenges facing financially successful households such as yours.
We craft a plan that is detailed, integrated, proactive, and continuously monitored to get you and your family on course and keep you there today, tomorrow and across generations.
Your PersonalCFO provides proactive management of your total balance sheet to optimize its many moving financial parts and to liberate you and your family from life’s financial burdens.
Organization & Control
Your online Dashboard gives you access to your complete financial picture, while your Vault securely stores your important documents electronically. Both tools are available 24/7 from anywhere in the world.
As your trusted confidant and guide, we understand that your wealth is perpetual and meant to benefit future generations. We therefore equip your family and other beneficiaries with the education and structure necessary to care for your wealth in a way that would make you proud.
With uncompromising attention to detail while maintaining a big-picture perspective your PersonalCFO recognizes opportunities and implements them to maximize your results. Collaboration with your other valued advisors is a key part of the process.
We have a laser like focus on one highly specialized service. If our PersonalCFO approach appeals to you and we are fortunate enough to work together, you can be assured of receiving world class expertise and service.
Searching For a Wealth Manager?
Identifying a wealth manager who fits your needs may seem like searching for the proverbial needle in a hay stack. How do you know who to trust? How can you be assured the advice given is right for you?
If you are serious about finding a really good advisor, our free workbook, An Insiders Definitive Guide to Finding Your Ideal Wealth Manager, may be helpful. The Guide offers step-by-step insights and know-how drawn from our three decades of experience serving financially successful clients. Once you read and work through the Guide, you will in all likelihood locate an advisor you feel really good about. Check it out. You will be glad you did.
- Preparing to Interview Wealth Managers
Hopefully, you now feel confident in your ability to find your ideal wealth manager. You have done your homework in terms of what you want from an wealth manager, and you’ve picked a handful of […]
- Research Tools for Finding Your Ideal Wealth...
So, how do you identify a wealth manager who is right for you? Here’s a four-step process that will prepare you well, give you confidence, and put you in control of your search. When you […]