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Matthew B

Series 63, Series 66

Ponte Vedra Beach, FL

The Partners Wealth Management

Matthew Brady is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining his current firm. Outside of his advisory role, Brady serves as treasurer for the Las Palmas HOA and is a board member of the Palmetto Landing Condominium Association. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm provides both customized portfolios and model-based management, combining internally developed and third-party models, and requires its advisors to use the Amplify Platform for trading and portfolio management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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Kyle B

Series 63, Series 66

Ponte Vedra Beach, FL

The Partners Wealth Management

Kyle Brady is a financial advisor at The Partners Wealth Management with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments and held various roles at Florida State University and other organizations prior to joining his current firm. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized and model-based portfolio management, utilizing a combination of internally developed models, third-party providers, and outsourced investment managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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Christopher L

Series 63, Series 65

Ponte Vedra Beach, FL

The Partners Wealth Management

Christopher Lein is a financial advisor with The Partners Wealth Management in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has previously worked with Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, he operates the Coastal Collegiate Baseball League, a summer college baseball league based in Jacksonville, FL. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm employs both customized portfolios and model-based management using internally developed and third-party models, supported by the Amplify Platform for trading and portfolio oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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