Family Wealth Partners Concord, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Family Wealth Partners Concord, Inc provides individualized investment advisory, financial planning, and wealth coaching to individual clients and businesses. The firm offers fee-based advice and refers clients who want managed asset programs to Matson Money, acting as a co-advisor when those programs are used.
The adviser emphasizes asset allocation and a Free Market Portfolio approach, drawing on Fama & French three‑factor ideas and implementing strategies largely through asset‑class or structured funds (including Matson Money Free Market Funds). Family Wealth Partners Concord, Inc does not accept discretionary trading authority; recommendations require client approval and are documented in an Investment Policy Statement, with custodians providing client account statements.
Distinctive aspects include that all reported advisory assets are managed on a non‑discretionary basis (approximately $39 million as of the brochure date) and the firm does not take custody or vote client proxies. The firm’s principals hold insurance and securities licenses and may recommend or sell life, disability, long‑term care insurance, fixed annuities and non‑traded REITs (which can generate commissions), and the firm also offers seminars and paid wealth‑coaching engagements.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.70% $1,000,001 - $4,000,000: 0.50% $4,000,001+: 0.30%
Commissions may be generated on insurance products and other investment products sold by the adviser.
Fee-only: Financial Planning and Wealth Coaching Fees range from $375 to $1,250 per quarter, billed quarterly.
Main office
1028 Lee Ann Drive, Suite 218
Concord NC 28025
Advisors at this office
2
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Leo T
Series 65
Concord, NC
Family Wealth Partners Concord, Inc
Leo Theriault is a financial advisor at Family Wealth Partners Concord, Inc with 11 years of industry experience. He holds a Series 65 designation and is based in Concord, NC. Family Wealth Partners Concord, Inc provides individualized investment advisory, financial planning, and wealth coaching to individuals and businesses. The firm emphasizes asset allocation and a Free Market Portfolio approach, offering fee-based advice and acting as a co-advisor on managed asset programs through Matson Money.
Keith L
Series 63, Series 65
Concord, NC
Family Wealth Partners Concord, Inc
Keith Laibson is a financial advisor at Family Wealth Partners Concord, Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Matson Money, Inc., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. In addition to advising, he provides financial planning and sells life, disability, and long-term care insurance when needed by clients. Family Wealth Partners Concord, Inc offers individualized investment advisory, financial planning, and wealth coaching to individuals and businesses. The firm follows a fee-based model, emphasizing asset allocation and a Free Market Portfolio approach, and manages client assets on a non-discretionary basis without taking custody or voting client proxies.
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