Pierce Wealth Partners, Inc.

Pierce Wealth Partners provides investment advisory and financial planning services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations and businesses. The firm offers portfolio management on both discretionary and non‑discretionary bases, written financial plans (standard and complex), and operates proprietary wrap fee programs for clients who elect that service.

The firm’s investment process is client‑centered and tailored to each client’s time horizon, risk tolerance, tax situation and objectives, using a mix of active and passive mutual funds, ETFs, individual equities, fixed income and other appropriate instruments. Financial planning is a core element of the relationship—plans are delivered in writing when applicable, accounts are reviewed at least annually, and monitoring also occurs on specified triggers such as deposits, withdrawals, market events, or security‑specific issues.

What is distinctive about the firm is its affiliation and operational integration with a woman‑owned, WBE‑certified broker‑dealer (the firm processes its advisory business through that broker‑dealer) and the operation of proprietary wrap fee programs that require use of the affiliated broker‑dealer for execution. The firm also notes that some investment adviser representatives are licensed insurance agents and may offer insurance products (the firm discloses and seeks to mitigate related conflicts), and it operates with a small advisory team managing roughly $58 million in client assets across a compact client base.