Financial Thinking Partner Wealth Advisors

Financial Thinking Partner Wealth Advisors provides discretionary wealth management combining ongoing portfolio supervision with financial planning for individuals and high‑net‑worth clients, with a stated account minimum of $250,000. The firm’s planning services cover cash‑flow and debt management, retirement and Social Security strategies, Medicare reviews, tax and estate planning, employee benefits analysis, education funding, and investment consultation.

The firm generally implements passive, rules‑based portfolio construction with tilts for size, value, and profitability, and evaluates and implements models available through the Altruist model marketplace while retaining the discretion to add, remove, or replace third‑party strategies. Portfolios may hold mutual funds, ETFs, individual securities and, for higher‑risk income objectives, autocallable structured notes; the firm also reserves the right to use tactical active management as conditions warrant.

Noteworthy features disclosed in the brochure include the principal’s concurrent business as a licensed insurance agent operating a separate insurance agency (about half of the principal’s time), with insurance recommendations generating standard commissions. The firm also offers periodic complimentary educational workshops, explicitly selects and uses third‑party advisers/models (with model fees passed through to clients), and was formed in October 2025 with no reportable assets under management as of the March 10, 2026 brochure.