Great Neck, NY Office

ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, delivering investment management, financial planning, and retirement‑plan advisory services. Like many multi‑team advisors, it offers both customized portfolios and model‑based management for discretionary accounts.

The firm combines internally developed Models and custom portfolios with access to third‑party model providers and outsourced third‑party investment managers (TPIMs), and its investment adviser representatives are required to use the Amplify Platform for back‑office, trading, and model access. Clients’ assets may be managed directly by ThePARTNERS, allocated to TPIMs, or placed into model or affiliated products, and the firm provides ERISA 3(21) plan services as well as ongoing oversight of outsourced managers.

Noteworthy distinguishing features include affiliated firms (Elite TAMP and Adaptive) that create Models and manage mutual funds/ETFs used in client portfolios, and the firm’s mandatory use of the Amplify Platform — which results in platform fees in addition to advisory fees. ThePARTNERS also uses third‑party tools such as Pontera for held‑away defined‑contribution plans and offers access to an estate‑planning software platform (Estately), discloses offering transition‑assistance payments to newly recruited advisors that can create conflicts of interest, and reported a resolved managerial regulatory matter in 2025.