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Our Services

Partners Wealth Management, Inc. (PWM) is an independent wealth management firm dedicated to serving affluent clients by providing comprehensive, integrated planning and investment services. We act as advocates on behalf of individuals, families, and businesses who require highly specialized financial and advisory services.

As an affiliate of National Financial Partners (NFP), a leading independent distributor of financial services, we share in the intellectual capital and sophisticated resources of a national firm. NFP provides our firm with a level of support and technology solutions typically available to only the largest corporations. With these resources in place, we facilitate the complex corporate and personal financial decisions our clients must make.


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Personal Planning

At Partners Wealth Management, our primary goal is to educate and empower clients to make fully informed, effective decisions. To do so, we begin by striving to discover and solidify the core values, attitudes, and beliefs that pertain to the accumulation, management, and transfer of a client's wealth.
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Business Planning

Corporate decision makers often must rely on a diverse team of independent advisors to guide them through the complex maze of benefit strategies, products, services, and compliance issues. Partners Wealth Management, Inc. (PWM) can help determine which solutions are right for your organization.
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Investment Management

We find that most businesses and affluent individuals take a planning approach to long-term financial decisions. However, when it comes to investments, these same individuals settle for a transactional approach with investment options spread among stockbrokers, bankers, and other investment resources.
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Risk Management

Effective wealth management strategies address the role that insurance plays in preserving and transferring wealth. It is the foundation which allows us to comfortably integrate a variety of diverse strategies into your customized plan.
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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.