You will find below nine representative samples of the creative solutions we have employed for our clients' benefit. Some of the situations described may be similiar to your own. Others may prompt further discussion regarding how certain techniques may apply to your personal or business planning.

Successful Young Couple

A successful professional couple in their late thirties with children looking for assistance managing their money.
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Executive Nearing Retirement

Married retiring senior executive of a Fortune 500 company with adult children looking for assistance to roll over 401(k) and other retirement plans, and exercise stock options.
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Securing Retirement After Divorce

Divorced woman in her mid 50's, with adult children, who wants to know if she will be secure in retirement.
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Managing Money for Seniors

A retired widow with adult children and many grandchildren who wants help with her investment portfolio.
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Passing On the Business

A family-owned business looking for a way that the parents can retire gracefully.
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Insuring Your Employees

Corporate business looking for competitive health insurance for their employees.
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Providing an Education Fund

Grandparents contemplating their legacy by looking to create an education fund for their grandchildren.
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Inheritance Assistance

An individual who inherited a large sum of money looking for investment advice.
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Managing the Complexities of Wealth

A high net worth family overwhelmed with the complexity of managing their estate.
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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.