The WealthPartners Process

WealthPartners helps clients navigate the multitude of complex investment options and strategies.  We take a collaborative approach to designing a client’s comprehensive financial plan.

Combining the efforts of our local and national resources and our client’s CPA and attorney, we develop creative financial solutions, coordinate planning and implementation of resources, and monitor results. The outcome is an objectives-based plan that is straight-forward, informative and relevant for transparency.

Based on the client’s financial goals and needs, the process begins with creating a custom vision in all phases of wealth:  Accumulation, Preservation, Financial Independence, Business Succession, Estate Transfer and Legacy Planning.

WealthPartners has a comprehensive process designed to help implement optimal solutions, by:

  • Developing objectives and vision
  • Evaluating optimal solutions
  • Monitoring for changes and opportunities