Broker Check

Our Company

Wealth Management Partners is a full service independent firm offering financial services and products to our clientele. We are affiliated with LPL Financial, the nation’s largest independent brokerage company, based on total revenues as reported by Financial Planning Magazine, June 1996 - 2018.

Mission Statement

To help high net worth individuals, business owners, and new investors create, preserve and transfer wealth. With a thorough understanding of our clients’ goals, dreams and risk tolerance, as investment advisor representatives of LPL Financial, we will create an objective and comprehensive financial plan to help them work towards their financial goals. With our professional designations, we are able to specialize in addressing each client’s financial needs through a comprehensive financial planning process including: estate planning, retirement planning, and educational planning. Our ultimate goal is to develop long-term, multigenerational relationships based on integrity, education, and service aimed at creating financial solutions.

Investment Philosophy

To design a diversified portfolio that will be both practical and realistic. We utilize a mixture of Mutual Funds, ETF’s (Exchange Traded Funds), UIT’s (Unit Investment Trusts) and Individual Securities to create a portfolio suitable to our clients’ current and long term financial objectives. In addition, We invest in fixed income investments to potentially provide current income and appreciation. Alternative Investments, such as REITs (Real Estate Investment Trusts),  have been an integral part of our clients’ portfolios to further help reduce volatility and potentially provide income and long term capital appreciation. We believe that it is imperative that each portfolio should be reviewed and rebalanced periodically based on current economic factors and each client’s current and long term financial goals.

*Investing involves risks in regards to all of the products mention here, including a potential loss of principal, and no product or strategy can assure a profit or protect against loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments. REITs involve special risks, such as potential illiquidity and may not be suitable for all investors. Re balancing investments may cause investors to incur transaction costs and cannot assure a profit or protect against a loss. There is no guarantee that a diversified portfolio will entrance overall returns.