Partner Wealth

Partner Wealth provides discretionary and non‑discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, charitable organizations, businesses and certain profit‑sharing plans. The firm also facilitates estate‑planning document preparation through a third‑party platform (Wealth, Inc.) and offers occasional educational seminars and speaking engagements.

The firm generally constructs low‑cost, passive portfolios using index mutual funds and ETFs with an emphasis on low turnover and tax efficiency, while retaining the option to use outside managers or hold individual equities, fixed income, private funds, or closed‑end funds as appropriate. Partner Wealth uses custodial and platform relationships such as Betterment Institutional and Schwab, conducts ongoing manager due diligence, and—uncommonly for peers—may recommend or manage accounts that use margin borrowing to purchase investments.

What distinguishes Partner Wealth from many supported firms is a mix of services and arrangements that are less common: it participates in a Betterment wrap fee program (the wrap fee is included in the negotiated advisory fee), provides paid and pro‑bono seminars and may charge speaking fees (disclosed range $0–$5,000), and occasionally assists with insurance placements for which it may receive compensation. The firm reports roughly $77.0 million in discretionary AUM and a small client base, and it discloses referral and platform‑related benefits (including potential referral arrangements and soft‑dollar benefits) that clients may wish to consider alongside its advisory services.