Carmel by the Sea, CA Office

Bart Cutino is a financial advisor at The Partners Wealth Management with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Centaurus Financial, Inc. and J P Turner & Company Capital Management, LLC. Outside of advising, he is a part owner and consultant at Sardine Factory, a family restaurant in Monterey, California. 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 utilizes a combination of custom portfolios and model-based management with access to third-party managers, operating through the Amplify Platform to support client accounts.

Kendall Borchardt is a financial advisor at The Partners Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cardea Capital Group and Lindner Capital Advisors. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services through both customized portfolios and model-based management. The firm utilizes a combination of internal models, third-party model providers, and outsourced investment managers, supported by the Amplify Platform for back-office and trading functions.

Gregory Rutherford is a CFP® with 15 years of industry experience, currently affiliated with The Partners Wealth Management in Carmel by the Sea, CA. He has held positions at several firms, including Cetera Advisors LLC and Canter Compass LLC. Rutherford also owns and serves as Chief Compliance Officer at Elite Tamp LLC and Cavalier Investments LLC, which provide investment advisory and portfolio management services. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by offering investment management, financial planning, and retirement-plan advisory services. The firm delivers both customized portfolios and model-based management through internally developed and third-party models, utilizing the Amplify Platform for investment operations and oversight.

Justin Balas is a financial advisor at The Partners Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at firms including ELITE Portfolios, SVB Investment Services Inc, and Welton Investment Partners. In addition to his advisory role, he is the CEO and founder of Midcoast Asset Management, where he conducts investment research and consulting. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement plan advisory services. The firm combines custom portfolios, internally developed and third-party models, and outsourced investment managers, utilizing the Amplify Platform for back-office support, trading, and model access.

Trevin Kent is a CFP® with 13 years of industry experience, currently serving at The Partners Wealth Management since 2021. He previously worked at Centaurus Financial Inc. for eight years. In addition to his advisory role, Kent serves as treasurer and bookkeeper for a family-owned dental practice, assisting with business planning and financial bookkeeping. The Partners Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a combination of customized portfolios, model-based management, and access to third-party investment managers through the Amplify Platform.

Gary Gordon is a financial advisor with The Partners Wealth Management in Carmel by the Sea, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Hilton Capital Management and American Portfolios Financial Services, Inc. His career includes multiple roles at The Partners Wealth Management. 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 portfolios and model-based management, combining internally developed and third-party models, with advisors using the Amplify Platform for portfolio and trading management.