Wealth Partners, Inc.

Overview

Wealth Partners, Inc. is organized as a corporation controlled by an individual owner and operates as an SEC-registered investment adviser. Its public filings position the firm as a small advisory shop focused on financial planning, portfolio management for individuals and small businesses, and educational workshops. The firm bills clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Wealth Partners reports that it is not an active ESG investor, does not act as a capital allocator, and does not market multi-state or pension consulting services.

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Location & Offices