Palestine, TX Office
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&PARTNERS
Enterprise
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About
&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.
Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.
Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.
Based on &PARTNERS
Expertise
Based on &PARTNERS
Location
2209 S Loop 256, Ste 100
Palestine TX 75801
Advisors at this office
3
Advisors at this office
Mitchell W
Series 66
Palestine, TX
&PARTNERS
Mitchell West is a financial advisor at &Partners with 23 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. West is also the owner of West Financial Group LLC. &Partners serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a variety of investment strategies and has a dual registration as both a registered investment adviser and a broker-dealer.
Charles B
Series 63
Palestine, TX
&PARTNERS
Charles Bennett is a financial advisor with &Partners and holds a Series 63 designation. He has 34 years of industry experience, including previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Bennett serves as a director for the Anderson County Youth Livestock Association and manages a registered Brangus cattle ranch, in addition to holding several volunteer treasurer and elder positions in local community organizations. &Partners serves individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a range of investment strategies using both proprietary and third-party models and provides services through a dual registration as an investment adviser and broker-dealer.
Ryan L
Series 66
Palestine, TX
&PARTNERS
Ryan Lightfoot is a financial advisor at &PARTNERS with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in community activities, serving on the finance committee of Friendship Baptist Church and as a board member of East Texas Vida Nueva, where he helps coordinate faith-based retreats. &PARTNERS serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis, utilizing both proprietary and third-party strategies with ongoing portfolio monitoring.
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