simply forwardEtogether

Securing Your Financial Future

simply forwardEtogether

Securing Your Financial Future

 “We appreciate the way you welcomed us, the time you spent with us and for your calming presence as we felt anxious. We look forward to working with you as we enter this new phase of our lives.” – Wayne and Michelle Sirna See the disclaimer

“We appreciate your history of humor, patience, knowledge, gentle guidance and honesty over these many years. It’s a pleasure knowing each of you and that, although you’re working in finance, you are never overcome by greed. We feel as if we’re talking with family each time we speak to you. When you have had to deal with adversity, you always made decisions with your clients foremost in mind.”

– Ray and Sibilla Bazil See the disclaimer

“We were dreading going through the finances, but you have made it much easier. Thank you for making it easier to understand. It’s very comforting to have someone so capable handling this for us.”

– Margaret “Peggy” Hampton

See the disclaimer

“Thank you so much for listening to all of our concerns and taking them and us seriously. We feel blessed having you two looking out for our extended family.”

– Jim and Mary Hollis See disclaimer

“We were dreading going through the finances, but you have made it much easier. Thank you for making it easier to understand. It’s very comforting to have someone so capable handling this for us.”

– Margaret “Peggy” Hampton

See the disclaimer

 “We appreciate the way you welcomed us, the time you spent with us and for your calming presence as we felt anxious. We look forward to working with you as we enter this new phase of our lives.”

– Wayne and Michelle Sirna

See the disclaimer

“We appreciate your history of humor, patience, knowledge, gentle guidance and honesty over these many years. It’s a pleasure knowing each of you and that, although you’re working in finance, you are never overcome by greed. We feel as if we’re talking with family each time we speak to you. When you have had to deal with adversity, you always made decisions with your clients foremost in mind.”

– Ray and Sibilla Bazil

See the disclaimer

“Thank you so much for listening to all of our concerns and taking them and us seriously. We feel blessed having you two looking out for our extended family.”

– Jim and Mary Hollis

See the disclaimer

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Driven by compassion

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Rooted in trust
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Focused on your future

Our Story

At Wealth Management Partners, our story is rooted in the kind of lessons you don’t forget—the ones you learn from great mentors… and a few memorable “what not to do” moments.

We grew up with solid examples of how to treat people right, work hard, and show up with integrity. We had mentors early in our careers who showed us how to serve clients well—by listening more than talking and never coasting when it came to learning.

Read our full story

It’s simple. It’s all about you.

We are a wealth planning partnership that is simple, yet powerful. When we say “it’s all about you,” we mean it. By getting to know you as a person, we gain a deeper understanding of your life goals and life plans. And we take our time—never rushing or pushing—so every decision is made with clarity and care. With a team-based, multi-generational approach grounded in the principles inherent in our CFP® and ChFC® designations, we offer dependable planning and management that grows with you—rooted in tradition, focused on your future.

A True Team, Not a Solo Act

We share our philosophy, ideas, and responsibilities—so you get the collaborative strength of our full team, every step of the way.

Multi-generational Perspective, Lifetime Partnership

With decades of experience and a rising generation of leadership, we offer continuity, stability and a long view of your legacy.

Here for You When it Matters Most

We increase our outreach and connection during tough markets—because your peace of mind is part of our plan.

Our Services

Our wealth management and financial planning services help you protect, grow, and transfer your wealth with clarity and confidence. Whether you’re preparing for retirement, transitioning a business, or building a legacy, we guide you through life’s financial complexities with trust, transparency, and your best interests at heart.

Wealth
Management

Our wealth management services help you protect, grow and transfer your wealth with clarity and confidence.

Risk Management

Risk doesn’t only apply to investments. We can help you choose the proper life insurance to fit your needs.

Income Tax Planning

We will work with your tax professional to help you make prudent tax related financial decisions.

Financial Planning

We take a holistic, solutions-oriented approach to financial planning that factors in our clients’ values and goals.

Asset Management

We’ll provide prudent management of your savings and investments based on your risk tolerance, time horizon and goals.

Estate Planning

We will coordinate with your attorney to help your legacy planning goals come true.

Retirement Planning

This is the goal of everyone we meet. We are well versed in the retirement plans of the various county, state and Federal retirement plans. We may even be able to help you manage your existing 401k.
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Our Process

With every new client, we embark on a comprehensive and integrated approach that takes into account all aspects of your financial well-being. Our process moves at your pace through the following stages:

Discovery

We start with a conversation where we gather information about your current situation and goals for the future.

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Recommendations

We present appropriate recommendations for your consideration.
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Implementation & Onboarding

We implement the pieces of the plan at your discretion.
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Ongoing Monitoring

We suggest an annual review to assess progress and needs.
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