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About Wealth Partners Advisors

Make it the retirement of your dreams. Plan Now For A Comfortable, Secure Future. What does the word “retirement” mean?

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Personal Wealth Services

At Wealth Partners Advisors, we understand that your individual financial situation is unique and deserves a unique approach designed to help you stay on track.

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Business Owners Services

We specialize in combining the estate planning, financial, insurance, tax and business planning strategies for the benefit of our clients.

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Wealth Partners Advisors LLC

Wealth Partners Advisors has seen it all. Up markets, down markets, and everything in between. We are process-driven, research based, and product agnostic. Every decision we make is independent, for the good of our clients. There’s no hidden agenda. No corporate office dictating particular products or services to sell for the highest profit. We’ll always build a customized plan that is right for you, and your goals. We’ll keep it simple, in language you can understand. And as your circumstances change, we’ll be right there with you to monitor and make adjustments along the way.

Since we are independent and objective, our interests are fully aligned with yours – to build and protect your wealth. We value long term relationships, serving clients including business owners, public and private sector professionals, families, retirees, entrepreneurs, corporate retirement plans and generally successful people. We provide client-specific financial analysis and planning in the areas of wealth preservation and accumulation, insurance strategies, risk managed portfolio investment design and management, estate planning, business continuation and retirement benefits planning.

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Contact Info

1411 Broadway, 16th Floor
New York, NY 10018
Phone: 212-679-5700
jkerman@WealthPartnersAdvisors.com

Advisory Services offered through Premier Wealth Advisors, LLC (PWA) & Cetera Investment Advisors LLC., both are Registered Investment Advisors. Registered Representatives offer securities through Cetera Advisors, LLC., a Registered Broker/Dealer. Member: FINRA/ SIPC. Cetera firms are under separate ownership than any other named entity.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, or visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Important Disclosures | Business Continuity https://brokercheck.finra.org/

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