Our Process

We realize that in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved through personalized service and responsiveness.

At Wealth Partners Advisors LLC, we recognize that every individual, family and business entity is unique and has different circumstances and goals. Therefore, our process starts with a conversation to gain a clear understanding of what each of our clients are looking to accomplish. This does not just mean simply understanding the client’s financial goals, but learning their overall life goals, desires, and needs.

Our multi-generational, independent financial services practice works comprehensively with our clients to define goals, develop, and update their wealth management and protection plans. This process covers investments, insurance, business continuation and/or exit planning, as well as retirement benefits planning.

The 13 Wealth Management Issues

01. Investment Planning
02. Risk Management & Insurance Planning
03. Banking & Credit Management
04. Retirement Planning
05. Executive Compensation
06. Business Succession Planning
07. Planning for Incapacity
08. Education & Family Support
09. Charitable Gifting
10. Titling & Beneficiary Designations
11. Executor & Trustee Selection
12. Distribution of Estate
13. Tax Planning