Thatcher, AZ 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
326 S. Reay Ln., Suite 100
Thatcher AZ 85552
Advisors at this office
3
Advisors at this office
Daniel M
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Daniel Morris is a financial advisor at ThePARTNERS Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, SCF Securities, JP Morgan Chase Bank, and JP Morgan Securities. Outside of advisory work, Morris serves as the treasurer and finance committee chair on the board of directors for the United Way of Graham & Greenlee Counties. ThePARTNERS Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm combines custom and model-based portfolio management with access to third-party managers and mandates use of the Amplify Platform for trading and back-office functions.
Phillip P
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Phillip Palmer is a financial advisor at The Partners Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at SCF Investment Advisors, Health Net, and Global View Capital Advisors, among others. Palmer is involved in community activities, serving as treasurer for the Thatcher High School Booster Club. 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 utilizes both customized and model-based portfolio management, combining internally developed models with third-party providers and requiring the use of the Amplify Platform for trading and back-office functions.
Bruce B
Series 63, Series 65
Thatcher, AZ
The Partners Wealth Management
Bruce Bryce is a financial advisor at The Partners Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors and several Global View Capital entities. Outside of his advisory role, Bryce is involved in tax preparation and consulting technology companies on market share strategies through his ownership of Ash Creek Tax LLC and other business ventures. 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 uses a combination of internally developed and third-party models and mandates the use of the Amplify Platform for trading and back-office functions.
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