Family Wealth Partners - Home

 

 

Best in state 2022
 
Forbes
 

 

Your Family

Our clients are a select group of intelligent, socially conscious individuals with strong family values who enjoy their lives. Successful families and business owners are helped to deal with competing priorities and balance short-term needs with long-range goals.

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Your Wealth

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As an independent firm, we believe in prudent investment strategies based on a customized plan matching our client’s needs and desires. Our client specific investment methodology supports opportunity for growth and helps protect our client’s wealth.

Your Dreams

Life is a Journey and on that journey we have our hopes and dreams. Part of the dream is to have financial independence, providing freedom to do what we want when we want. Getting there should not be a mystery or left to chance. You gain value in many endeavors by adding a “coach.”

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We assist affluent clients who demand a high level of personal service, professionalism, and results.


 

We invite you to see what sets us apart

When it comes to your family, your wealth, and your dreams, contact us to find out how we can be your partner and "coach" to financial success, and assist in reducing your financial concerns.


Family Wealth clients: please use this link to view your accounts.

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Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized.  This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here

Forbes Best-In-State 2021 Disclosure:
The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors1 list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com

1
This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. 
2
Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.