At Wealth Partners Advisors we understand that each client's financial situation and goals require a customized approach to investing and estate planning, and that these objectives can change over time.
Without planning, Estate Taxes can substantially cut what your family will receive from the assets you built during your lifetime. Taking appropriate steps to develop a sound estate plan can provide for effective preservation and transfer of assets to your loved ones.
Because Wealth Partners Advisors is an independent firm, we have no obligation to offer proprietary products or services. This allows us to help you select only those products and services that best suit your needs. This is the objectivity afforded by working with an independent financial consultant.
Our team at Wealth Partners Advisors includes individuals with diverse educational backgrounds and career experience in our chosen field. We typically work closely in coordination with your other advisors. This can result in a more comprehensive plan for you.
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