WEALTH PARTNERS CORPORATION

Overview

Wealth Partners Corporation is a small, client-focused advisory firm that serves individual and family clients with a mix of discretionary and non-discretionary portfolio management and adviser selection services. The firm operates as an insurance broker in addition to providing investment advice, and it acts as a capital allocator when deploying client capital into external managers and private deals. Its fee model is flexible and includes percentage-of-AUM billing alongside hourly and fixed fees, reflecting a mix of ongoing wealth management and project-based engagements. Investment activity centers on public mutual funds as the primary vehicle for client exposures, with supplemental allocations to third-party managers for alternative strategies. The firm provides portfolio management for individuals and small businesses and will bring in or select outside advisers when specialized manager expertise is needed. Wealth Partners Corporation does not position itself as an active ESG investor and is structured as an individually owned corporation.

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Location & Offices