How We Are Different
PartnersInWealth is different than most wealth management firms in several important ways.
A PersonalCFO at Your Service
Many wealthy households turn to several advisors for financial advice, making collaboration challenging. A PersonalCFO, serving as a single point of contact on your team, can go a long way towards improving the way your wealth is managed. You can count on your PersonalCFO to coordinate all aspects of your personal finances, including collaborating with your other advisors and helping to optimize your wealth now and for future generations.
Built to Last
You want your wealth to last for generations. PartnersInWealth is built to do the same. Our firm’s leaders are equity owners, and a robust succession plan is in place to ensure we remain independent and employee-owned. You can count on us to keep a steady hand on charting a course to grow your wealth now and for future generations.
Uniquely Objective Compensation Structure
Most wealth management firms are incentivized to grow your investments. However, investments are only one aspect of your complex situation, and a one-dimensional approach may overlook opportunities for improvement. PartnersInWealth is financially incentivized to grow your wealth. We are compensated only for our PersonalCFO service. We do not sell insurance products, charge investment management fees or receive commissions.
Specialization for Superior Results
Wealth management firms commonly offer numerous services and serve many clients at an impersonal level. At PartnersInWealth, our core interest has always been to serve fewer clients well. Our PersonalCFO model is the only service we offer, and this singular focus allows us to offer considerable expertise and highly responsive client service. We know our business, and we are completely focused on achieving our clients’ goals.
Are We Right for Each Other?
When you contact us, you will communicate with one of our Senior PersonalCFOs. We will decide together if there appears to be a match between your needs and our services. If there seems to be a good fit, the next step is a free, no-obligation meeting at our office.
If you have a spouse, domestic partner, or anyone else who is an integral part of your financial future, it will be important that they attend the meeting as well.
If we decide to work together, our general
process will look like this:
As your PersonalCFO, we coordinate all aspects of your financial life and recommend improvements to optimize your wealth. Our services include: