PERSPECTIVE WEALTH PARTNERS, LLC

Overview

Perspective Wealth Partners, LLC is an independent registered investment adviser formed in 2014 and organized as a limited liability company. The firm bills itself as a fee-based advisor that focuses on financial planning and portfolio management for individuals, families and small businesses, and it also serves institutional clients. Its practice emphasizes managed relationships rather than a brokerage sales model: client work is structured around ongoing planning and discretionary guidance, although the ADV shows the firm’s assets are reported as non‑discretionary. Perspective Wealth Partners is not an active ESG investor and does not position itself as a pension consultant or multi‑state adviser. The firm has been recognized in industry lists, including a Top RIA Firms mention in 2020 and a 50 Growers Across America mention in 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices