Wealth Management Partners, LLC, was founded based on a commitment to not only provide superior financial management services, but also to improve the quality of life for all associated with the firm: clients, advisors, and associates. Our firm is based on the philosophy of “Earning the Privilege to Be Your Trusted Advisor.”
Earned: To receive as return for effort and for work done or services rendered
Earning means to commit to the work required to ensure that clients receive the best possible advice. This is accomplished through a comprehensive financial planning process delivered by a knowledgeable team of advisors. Our firm is focused on developing long-term relationships based on a client-centered approach. We strive to earn our clients' trust.
Privilege: A right granted as a benefit, advantage, or favor
Wealth Management Partners recognizes the privilege it is to assist clients with their financial affairs. We do not take our client relationships for granted and fully comprehend the responsibility we owe to them. All associates understand the significant role we accept when providing financial guidance through the various phases of our clients’ lives. We remember that it is a privilege to be your trusted advisor.
Trusted: Assured reliance on the character, ability, strength, or truth of someone
Integrity and professionalism are the cornerstones of a trusted relationship. This belief is developed and fostered by keeping the client’s interest first, last, and always. A commitment to learning for all associates ensures that this confidence is cultivated through educated advisors. Associates of Wealth Management Partners will adhere to the principles of a trust-based relationship.
Advisor: One who provides recommendations regarding a decision or course of action
As advisors, we provide value-added advice and expertise. This counsel is supported by a comprehensive planning process, knowledgeable advisors, and a team approach. Our structure as independent financial advisors provides us with a unique ability to focus on clients’ needs without any outside influence and enhances our ability to act as advisors.