&Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$389,567,561
Clients
96
Advisors
3
of 5 employees
About
&Wealth Partners provides financial planning, consulting, and investment management to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm is SEC-registered and offers engagements on a fixed-fee, hourly, or asset-based advisory basis.
The firm typically manages client portfolios on a discretionary basis and principally allocates assets to independent investment managers and exchange-traded funds, applying fundamental analysis with both long- and short-term strategies. It conducts ongoing monitoring with semi-annual formal reviews, recommends a national custodian for execution and custody, and explicitly includes cash and cash equivalents in assets used to calculate advisory fees.
Noteworthy features include a relatively large asset base—just over $500 million—managed by a compact advisory team, and the regular use of third-party independent managers as part of its investment program. The firm also offers substantial fixed-fee planning engagements, maintains custody capabilities via client-authorized third-party money-movement arrangements, and does not accept proxy-voting authority for client securities, practices that distinguish it from many peers.
Client services
Expertise
Fee options
Fixed fees generally range from $10,000 to $500,000 on a fixed fee basis
1.00% annually
Hourly fees range from $300 to $1,000 per hour
Minimum fee: Minimum annual fee of $10,000 Fee-only: Fixed fees ranging from $10,000 to $500,000; hourly fees from $300 to $1,000 per hour
Main office
1629 Thames Street, Suite 300
Baltimore MD 21231
Advisors at this office
3
Most active in
Florida · Illinois · Maryland · New Hampshire · New York
Also doing business as
&Wealth Partners · &Wealth Partners, LLC · And Wealth Partners, LLC · Providence Wealth Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Callie B
CFP®
Baltimore, MD
&Wealth Partners
Callie Brooks is a CFP® professional at &Wealth Partners in Baltimore, MD, with three years of industry experience. Prior to joining &Wealth Partners, she worked at Comerica Bank and Wells Fargo Bank, N.A., among other roles. &Wealth Partners provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios primarily through independent investment managers and exchange-traded funds, applying fundamental analysis with ongoing monitoring and formal reviews.
Dorie F
CFP®, Series 63, Series 65
Baltimore, MD
&Wealth Partners
Dorie Fain is a CFP® professional with 24 years of industry experience, currently serving at &Wealth Partners since 2009. The firm operates as a three-advisor team based in Baltimore, MD. &Wealth Partners provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm manages portfolios primarily through independent investment managers and exchange-traded funds, employing fundamental analysis with both long- and short-term strategies.
Natalie S
Series 65
Baltimore, MD
&Wealth Partners
Natalie Sherman is a financial advisor at &Wealth Partners with a Series 65 credential and six years of industry experience. She worked previously at Gallagher Evelius & Jones LLP for ten years. Sherman serves on the boards of trustees for the Baltimore School for the Arts Foundation, Baltimore School for the Arts (where she was chair from 2017 to 2019), and the Chesapeake Bay Outward Bound School. &Wealth Partners provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, typically managing portfolios on a discretionary basis with a focus on independent investment managers and exchange-traded funds.
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