A complete list of active advisors currently associated with Wealth Partners, Inc.

Warmer can help you find a great advisor at Wealth Partners, Inc. or one who fits your needs even better.

Wealth Partners Inc. is a fee-only registered investment adviser that provides discretionary portfolio management and financial planning to a small roster of individual clients. The brochure lists services including direct-managed and self-directed portfolio management and tailored financial planning and consulting across cash flow, retirement, tax, estate and related areas. The firm describes a systematic, seven-step planning and investment process that culminates in an Investment Policy Statement, risk-tolerance assessment, broad asset allocation, stress testing and ongoing monitoring. Its stated investment philosophy emphasizes prudent diversification and “risk-controlled active management,” combining a strategic long-term allocation with tactical adjustments while giving attention to trading costs and internal fund expenses. The brochure also discloses arrangements involving affiliated accounts — noting that the firm and its affiliates may hold positions that are aggregated with client trades and that written allocation procedures and a Code of Ethics govern such activity. Additional noteworthy details include the principal’s significant outside public-safety employment (about one-third of his time), an affiliated family relationship with a mortgage branch manager, and references to group programs and educational workshops alongside individualized advisory services.

To learn more about the advisors currently working at Wealth Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.