A complete list of active advisors currently associated with &wealth Partners

Warmer can help you find a great advisor at &wealth Partners or one who fits your needs even better.

&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.

To learn more about the advisors currently working at &wealth Partners, 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.