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
Core Wealth Management Services:
1411 Broadway, 16th Floor
New York, NY 10018
Phone: 212-679-5700
jkerman@WealthPartnersAdvisors.com
IMPORTANT COVID-19 NY EXECUTIVE ORDER
Registered Representatives offer securities through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered Representatives of First Allied Securities, Inc. 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, visit the First Allied Securities, Inc. site at www.firstallied.com
Individuals affiliated with this broker/dealer firm 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.
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