The Partners Wealth Management

ThePARTNERS Wealth Management provides investment management, financial planning, and consulting to individuals, families, trusts, estates, businesses, and retirement plans. Services include discretionary portfolio management (custom and model-based), optional wrap-fee programs, ongoing financial planning engagements, and retirement-plan advisory services including ERISA 3(21) support.

The firm typically constructs portfolios using mutual funds, ETFs, individual equities and fixed income and offers both internally developed Models and access to third‑party investment managers (TPIMs); client accounts may be managed directly or allocated to TPIMs on a discretionary basis. IARs monitor accounts regularly, employ a mix of quantitative, fundamental, technical and modern portfolio theory analyses, and may use affiliate or third‑party Models and platforms in the implementation process.

Noteworthy distinctions include a required use of a third‑party platform (the Amplify Platform) that provides back‑office support and through which many TPIMs are accessed, and the firm’s ownership links to affiliated businesses that create Models and sponsor mutual funds/ETFs, which can influence model and product availability. The firm also uses third‑party services such as a held‑away plan management provider (Pontera) and offers access to an independent estate‑planning platform (Estately); it discloses recruitment transition assistance to incoming advisors and a resolved regulatory matter involving a former firm staff member.