Perspective Wealth Partners, LLC

Perspective Wealth Partners serves individuals (including high-net-worth clients), as well as trusts, estates, and charitable organizations, providing investment management, financial planning, advanced planning and employee stock option planning. The firm also provides referrals and advice on estate, tax planning, and insurance, and, upon request, offers tax return preparation through an affiliated accounting entity.

Investment advice is documented in a written Investment Policy Statement tailored to each client and implemented using fundamental analysis, diversified asset allocation, and a structured indexing-oriented approach that emphasizes exposures such as small-cap, value, and emerging markets. Portfolios are monitored and rebalanced as needed, and clients receive quarterly written performance reviews that compare results to financial plan goals and target benchmarks.

Distinctive features include that, as of December 31, 2025, the firm reported $843,910,938 managed on a non‑discretionary basis and $0 on a discretionary basis, meaning advisors typically obtain client approval before executing trades — a model that is uncommon among similar team firms. The firm’s affiliation with Perspective Tax Services PLLC, which can provide tax preparation under a separate engagement (sometimes at no additional charge when bundled), together with its routine delivery and disclosure of performance information, differentiates it from many peers.