Welcome to
WEALTHPARTNERS, LLP
At WEALTHPARTNERS, LLP, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services.
Wealth Accumulation
- Assist in developing your vision of retirement and financial independence
- Protect assets and income from taxes, market risk, and inflation
- Make sure your investment strategy is aligned to outpace inflation and healthcare costs
Retirement Distribution
- Provide predictable, increasing and sustainable income during retirement
- Enhance financial independence
Business Succession and Benefits
- Help determine if your interest should be sold or retained for heirs and if so, how to structure
- How to treat children not active in the business
- Use of corporate benefits to enhance retirement
- Exit planning for senior shareholders
Wealth and Legacy Transfer
- Determine appropriate inheritance for heirs (amount and distribution plan)
- Reduce estate taxes and resolve estate liquidity deficits
- Strategies to provide for charities during life or upon death
- Restructure life insurance for recent industry change
We can help you get the answers you need