Mount Clemens, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
The Partners Wealth Management
Multi-team
Firm-wide stats for The Partners Wealth Management
About
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.
Based on The Partners Wealth Management
Expertise
Based on The Partners Wealth Management
Location
25 N. Main Street
Mount Clemens MI 48043
Advisors at this office
3
Advisors at this office
Kathleen E
Series 65
Mount Clemens, MI
The Partners Wealth Management
Kathleen Elliott is a Series 65-licensed financial advisor at The Partners Wealth Management with 12 years of industry experience. She previously worked at Trivelloni Risk Management LLC and Trivelloni Asset Management, LLC, as well as Premier Estate Planners, LLC. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internally developed models, third-party providers, and outsourced managers.
Antonio T
Series 65
Mount Clemens, MI
The Partners Wealth Management
Antonio Trivelloni is a financial advisor with The Partners Wealth Management in Mount Clemens, MI, holding a Series 65 credential and 16 years of industry experience. His career includes leadership roles at Trivelloni Asset Management, Llc (formerly North Harbor Advisors) and Trivelloni Risk Management LLC. 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 utilizes a combination of customized portfolios and model-based management, incorporating both internally developed and third-party models through its Amplify Platform.
Jill T
Series 65
Mount Clemens, MI
The Partners Wealth Management
Jill Trivelloni is a financial advisor at The Partners Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in various veterinary-related roles for over a decade. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans with investment management, financial planning, and retirement-plan advisory services, offering both customized portfolios and model-based management through a multi-team approach.
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