A complete list of active advisors currently associated with Family Wealth Partners, LLC
Warmer can help you find a great advisor at Family Wealth Partners, LLC or one who fits your needs even better.
Family Wealth Partners is an SEC-registered advisory firm that serves individuals (including high-net-worth clients), business entities, charitable organizations, and pension/profit-sharing plans. It provides discretionary investment management, financial planning and consulting, third‑party adviser selection, pension consulting, and estate plan coordination using a digital estate‑planning platform. The firm typically manages client accounts on a discretionary, asset‑based basis and tailors portfolios to each client’s financial situation, goals, risk tolerance, liquidity needs, and time horizon. Its stated methods include fundamental analysis and modern portfolio theory and it constructs portfolios that can include traditional equities and fixed income as well as a broad set of alternatives — for example ESG strategies, leveraged ETFs, derivatives and options, structured products, PIPEs, real estate/REITs, private limited partnerships, and digital assets — and it may retain third‑party managers where appropriate. Compared with many peers, the firm’s responsiveness to complex and alternative investment types and its ancillary services are notable: it offers pension plan consulting, family‑office coaching for select high‑net‑worth clients, and a discrete estate plan coordination service via a third‑party digital platform. The firm also maintains referral arrangements with third parties and discloses that principals engage in licensed insurance activities and may receive insurance commissions, a conflict the firm says it discloses to clients.
To learn more about the advisors currently working at Family Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Family Wealth Partners, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Matthews, NC
| 0
| |
Matthews, NC
| 9
| |
Salem, SC
| 36
| |
Matthews, NC
| 11
| |
Matthews, NC
| 10
| |
Matthews, NC
| 10
| |
Matthews, NC
| 3
| |
Matthews, NC
| 0
|
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