We know that we’re not your only option when it comes to planning your finances. We simply strive to be your BEST option. As an independent, boutique financial planning firm, our business model provides us many advantages over larger, less agile firms. Most importantly, our talented team is committed to every client’s financial success.
Independence Matters
Our independence frees us to recommend the financial solutions that we believe put your interests first.
Unlike other firms, we are never incentivized to sell proprietary products. We treat every client
the way we would like to be treated as we help you to Navigate Life’s Financial Journey.
3 Ways an Advisor Can Make a Big Difference
According to Fidelity, one of the largest do-it-yourself brokerage firms, “A good advisor is a partner on your financial journey.” Fidelity acknowledges the following benefits of working with an advisor:
- Investors who work with an advisor are generally more confident about reaching their goals.
- Industry studies estimate that professional financial advice can add between 1.5% and 4% to portfolio returns over the long term, depending on the time period and how returns are calculated.
- Good advisors will work with you to create a personalized investment plan and identify opportunities to help grow and protect your assets.
Why Did Joyce and Rob Form
Wealth Management Partners?
In life, you can learn as much from bad examples as you can from good examples.
Our family upbringings provided us with good examples of how to treat others and instilled us with strong work ethics. In the early parts of our career we had excellent mentors who gave us direction and reinforced the need to never stop learning.
We also interacted with less-than-ethical people in the financial services industry. They put the needs of their wallet ahead of the needs of their clients. They disrespected their clients’ time by droning on or being consistently and massively late for appointments. They intimidated clients with technobabble. They pressured people to make decisions they weren’t ready to make.
We’ve had different good and bad mentors, but we used those experiences to develop similar philosophies about what it is to be a financial advisor worthy of your trust. This led to a natural partnership of equals and the foundation of a successful financial planning firm: Wealth Management Partners.
Over the Years …
