Family Wealth Partners LLC

Family Wealth Partners LLC is a registered investment adviser that provides discretionary and non‑discretionary wealth management, financial planning, and consultation to individuals (including high‑net‑worth clients), trusts, estates, and small businesses. The firm manages roughly $131 million across about 222 client accounts and implements portfolios using model allocations across stocks, bonds, mutual funds, ETFs and, when appropriate, independent managers.

The firm’s investment process combines fundamental and technical analysis and customizes asset allocation to client objectives through in‑house model portfolios and selected independent managers, with at least annual account reviews. Family Wealth generally recommends Charles Schwab for custody and may aggregate trades for execution; it also uses standing letters of authorization for certain third‑party asset transfers in line with SEC guidance.

An uncommon feature of the firm is that certain supervised persons also serve as registered representatives of a FINRA‑member broker‑dealer and are licensed insurance agents, enabling them to effect commissionable securities transactions and sell insurance products in their individual capacities. The brochure discloses the resulting conflicts of interest (including receipt of commissions and 12b‑1 fees) and states the firm manages these conflicts through disclosure, its code of ethics, and firm policies.