WealthPartners, LLP

  Advocates for Your Business and Your Family

At WEALTHPARTNERS, LLP, we define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services.  Our integrated process assists business builders, executives, and retirees by providing planning, strategies, and solutions throughout each phase of financial life.

Wealth Accumulation Phase

• Assist in developing your vision of retirement and financial independence.
• Structure assets and income with regards to taxes, market risk, and inflation.
• Help ensure your investment strategy is aligned to outpace

inflation and healthcare costs.

Retirement Distribution Phase

• Help provide predictable, increasing and sustainable income during retirement.
• Enhance financial independence.

Business Succession and Benefits Phase

• 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 Phase

• 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.

Unless commitment is made, there are only promises and hope but no plan.