Partner Wealth

Partner Wealth serves individuals (including high‑net‑worth clients), associated trusts, businesses, employee benefit plans, and charitable organizations, offering discretionary and non‑discretionary asset management, financial planning, and estate‑planning facilitation. The firm reports roughly $54.6 million in combined assets under management and advisement across a small client base and assists clients with selecting outside managers and implementing plan‑level solutions.

The firm’s investment approach is primarily passive, constructing diversified portfolios of low‑cost index mutual funds and ETFs to limit turnover and tax exposure, while employing fundamental, technical, cyclical and charting analyses when performing investment analyses as part of financial plans. Partner Wealth routinely uses third‑party managers and platform relationships (including FPAS, Schwab/Fidelity, and Betterment Institutional) for sub‑advisory, trade processing and custody, and it may recommend borrowing (margin) within managed accounts when deemed appropriate.

Several operational features are uncommon among peers: the adviser sponsors a wrap fee program through Betterment Institutional, offers periodic educational seminars, serves charitable organization clients with negotiated fee arrangements, and provides limited insurance placement that can result in commission compensation. The firm also discloses outside business activities by its principal (real‑estate holding entities and a small rental enterprise) and the use of margin, third‑party manager relationships, and referral arrangements as areas where potential conflicts are managed and disclosed.