Why Choose Us?

 

Our planning process starts with an evaluation of your progress to this point, the current transitions taking place in your life today, your aspirations, the challenges you face, your expectations for us, and your dreams for the future.  We believe it is more important to get to know you, before we get to know your numbers.
  

 

We will work for you and only you.  We are compensated exclusively by you, our client, thereby allowing us to work in your best interests and solely for you.  In other words, we act in a fiduciary capacity when advising our clients.  Unlike us, many of our competitors receive the bulk, if not all of their compensation from commissions on products they recommend.  Many times, there are hidden commissions and compensation fees which are not transparent to the client.  In a commission based capacity, an agent or registered representative is by law required to work in their firm’s best interest, not the clients.  Other firms work as a fiduciary for their client only part of the time (they charge a fee for some services) and are commissioned salespeople at other times.  These advisors call themselves fee based, which leads to more confusion for the client.  Usually, in both of these situations, the individuals that represent  these firms have an incentive to recommend high cost products with upfront sales charges, hidden charges and surrender penalties.  The products we recommend to our clients are low or no load products with no surrender penalties and all cost and fees are disclosed to you prior to implementation.

 

We are committed to providing you with solutions to meet your financial goals and objectives.  Financial education for our advisors is the cornerstone of our practice. In order to provide you with our best service, we must continually seek additional educational opportunities to stay abreast of current trends and changes that take place that will affect our clients.  Our commitment to you is that we will always strive to be on the leading edge of the financial planning curve to give you the most up to date tools and information that you need to be successful in achieving your dreams.

 

Costs are important.  We search for and recommend the most cost effective and productive solutions to meet your particular needs. We don’t believe in throwing away money when there are alternative ways that should be considered.  Nor do we believe that your plan flexibility should be compromised by contingent deferred sales charges or surrender penalties. At Wealth Partners, every dollar counts and you ability to modify your plans to take advantage of future opportunities or changes should not be hampered by limited access to your money.

 

Our firm has no asset or net worth minimums.  Our clients are expected to dedicate the time and the effort needed to help us create a plan or solution that meets or exceeds their expectations.  We believe strongly that as a client of Wealth Partners, if you are committed to making a difference in your life by objectively evaluating all areas of your financial life, making informed decisions as to the direction you want to go, and working with a professional with the expertise to guide you along the way, you will stand a much greater chance of success.  We are seeking clients that want to participate in the planning process and that desire positive financial results in their lives.