Welcome to Wealth Partners.

Twenty years ago, we started by helping just one client. Today, we’ve grown to helping thousands. Of recent, we began to wonder if we could help even more individuals achieve their financial success.

We’ve helped our clients by, what some might call, an unconventional approach to wealth management — by listening, teaching, providing strategic solutions, and ultimately working to make sure everyone who walks through our door feels confident in the financial decisions they make every day. We call it “guiding,” and it is the fundamental idea our company is built on.


By definition, guiding means to assist (a person) to travel through, or reach a destination in, an unfamiliar area. At Wealth Partners, we do exactly that. In fact, we’ve changed our titles from “Financial Advisers” to “Financial Guides.” And like true guides, we provide assistance with matters both large and small. We educate, we strategize with our clients, and we help them reach their chosen destinations.

Meet the compass.

We feel it’s important to remind our team, and all those we help, just exactly who we are, what we are about, and where we are going. That’s why we created a symbol to represent our brand.

“A compass guides. It points users in the right direction.”

The directional arrow is made up of three sections that stand for our revolutionary approach to financial planning. The arrow points towards the north star, which represents each individual client working to reach his or her financial success. It also serves as an internal reminder of our vision to help millions.

More than just a symbol.

We’ve designed the entire Wealth Partners experience to better reflect our commitment to guiding our clients — an idea we have woven into every touchpoint of our name, right down to our business cards.

We’ve designed our website to help bring our identity to life. Our website helps teach our process, showcases our services, and allows for growth as an educational platform in the future.

Our commitment to education is stronger than ever. We’ve revamped and grown our workshop and seminar programs. We’ve updated worksheets to help teach both simple and complex financial strategies. And we’ve produced a new brochure that teaches all who read it about the commitment of Wealth Partners.


And we’re not just a different kind of financial company. We’re a financial company that is making a difference.

Connect with us

The Wealth Partners you’ve come to know and trust.

Get the details