We'll Focus on Where You Are Now, Where You Want To Go
And the Steps Needed To Get There
Planning your financial future isn't easy. It requires patience, expertise and a deep understanding of both your goals and the broader economy. Striving to find what makes our clients unique, our team of professionals are not only skilled in financial planning, but relationship building and are solutions minded.
Through a comprehensive, goals-based approach to planning, we remain family and values-focused, which makes your financial goals a top priority. Whether you're an individual preparing for retirement or a professional with particular challenges, we have the resources and tools to asses and model your options through state of the art "what if" analysis.
We Serve:
Your team of wealth advisors are in-person and available with a dedicated support staff to help serve, inform and assist your family.
Medical Professionals
Business Owners
Multi-Generational Families
Retirees
What You’re Interested In
And How We Help:
Financial
Planning
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Educational
Planning
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Tax
Planning
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Retirement
Planning
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Estate
Planning
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Trust
Services
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Charitable
Planning
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Business Succession & Sale
Learn More →Financial Planning
Because your journey is unique to who you are, our team of certified planners define your needs and develop a plan that serves as a roadmap to achieve your long-term objectives.
We develop strategies that align with your lifestyle and goals. This is often the foundation on which cash flows and various priorities are addressed. These are commonly education need assessment, tax mitigation strategies and retirement need analysis.
Estate Planning
Having worked with successful families and professionals, we have the experience to help build the framework to work with your Estate Planning Attorney. This often-overlooked detail of wealth planning is one that requires experienced guidance in order for your assets to be left as you wish.
Retirement Planning
There's no better time to envision your ideal future and begin planning for retirement. With your dreams, goals and lifestyle needs in mind, we will create a customized financial roadmap to help you achieve the chapter you dream of with a Chartered Retirement Plan Specialist (CRPS®).
Alternatively, if you're currently in retirement, we'll evaluate your current situation and the avenues available to you for maximum tax efficiency and impact to those you value the most.
Trust Services
From investment and asset management to safeguarding services related to holding your assets and/or property for your beneficiaries, we offer trust services to enhance your financial confidence. You've worked hard to achieve your wealth, let us help you maintain it.
In addition to Baird Trust we have relationships with independent trust companies.
Education Planning
Preparing for your child's or grandchild's continued education should be an exciting experience! Using your families values, our team will identify funding requirements and outline your path to make education as affordable as possible. These milestones are frequently proud and memorable moments!
Charitable Planning
Individuals interested in making an impact on an organization or community, we can help assess the most efficient way for you to help support the causes you value. Simply "writing a check" is not necessarily the best way to help an organization. Let us model your options with tax analysis.
Tax Planning
By keeping more of what you earn, you’re able to achieve financial freedom that much more quickly. We’re able to work with you and your tax professional to identify and take advantage of potentially valuable savings opportunities.
Business Succession & Sale
You've spent years cultivating and helping your business thrive. We can introduce you to specialists who will help you identify and address the details involved when preparing to sell your business and maximize your value.
We Believe In Transparency
From the Start
At Family Wealth Partners, we are committed to transparency with respect to fees so you know what our services cost. Your needs and goals will determine the costs associated with services received and we will discuss your options to determine what's right for you.
