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Partners Wealth Management Model

Our mission is to empower our clients to develop, articulate, and implement a comprehensive wealth management plan which will clarify their ultimate goals and provide the confidence necessary to achieve them. Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients. We do so by utilizing The Partners Wealth Management Model as illustrated below*: PWM Model

  1. Discovery Process

    In the discovery process we work with the client to gather information regarding the status of their current situation, so that we may better understand their goals.

  2. Evaluate Current Situation vs. Goals

    Next, we evaluate the information received to isolate and quantify potential problems, in order to better position the client to seize potential opportunities.

  3. Analyze Available Strategies

    We then explore possible solutions and perform a complete review of available strategies to best leverage the client’s wealth.

  4. Develop Comprehensive Plan

    A detailed plan is developed for integrating the selected strategies into a comprehensive wealth design.

  5. Implement Plan

    Once solution alternatives have been finalized, we coordinate a broad range of advisory specialists and product resources to implement the comprehensive wealth management plan.

  6. Manage Plan

    The wealth management plan is monitored on a regular basis to ensure that it is continuing to meet the client’s goals. Modifications are made to the design as necessary.

*Even though PWM provides a complete range of customized wealth management services, we understand that not every client is going to utilize each service that we provide. We have conscientiously structured ourselves so that we are able to provide a range of services or a specific
service that may be desired.

 

© 2010 Partners Wealth Management. All rights reserved.

Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker-Dealer, Member FINRA-SIPC and a Federally Registered Investment Advisor. Partners Wealth Management is a member of Partners Financial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp. (NFP), the parent company of NFP Securities, Inc. NFP does not provide tax or legal advice. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all members of Partners Wealth Management offer securities or investment advisory services.