Partner Wealth Management, LLC

Partner Wealth Management provides ongoing portfolio management and financial planning services to individual and high‑net‑worth clients, developing Investment Policy Statements that reflect each client’s goals, tax considerations, and risk tolerance. The firm manages accounts across equities, fixed income, mutual funds, ETFs, options, and margin strategies and delivers regular monitoring and quarterly custodian reports.

The firm’s investment approach combines multiple methods of analysis — including charting, fundamental, technical, cyclical, quantitative techniques and modern portfolio theory — and it uses both long‑ and short‑term trading strategies as appropriate. PWML typically seeks discretionary authority to implement asset allocation and security selection in line with each client’s documented IPS.

What is distinctive is that PWML sponsors wrap fee programs and manages wrap accounts alongside non‑wrap accounts, receiving a portion of wrap program fees as management compensation — a structure uncommon among peers. The firm operates with a very small, concentrated client roster relative to its assets under management and requires clients to use a single custodian (Charles Schwab); it also does not aggregate trades for multiple clients, which shapes its operational and trade execution profile compared with many independent advisers.