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Partners Wealth Management offers a complimentary Quarterly Newsletter with a column written by our Managing Partner, John Freiburger, featuring articles of interest.
Monthly Retirement Report, a publication available on our website, provided by our Director of Retirement Plan Solutions, Mary Patch.
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Wealth Management


Since 1991, Partners Wealth Management has helped hundreds of individuals and multi-generational families effectively manage their wealth by delivering customized, holistic wealth management plans to help them achieve their long-term goals. Because we specialize in addressing the complex planning needs of individuals with investable assets over $1 million, we offer extensive knowledge in strategies appropriate to this level of net worth.

To develop your own wealth management plan, we leverage customized strategies that encompass not just financial and investment objectives, but also your personal risk tolerances, personality, preferences, and life goals. Our professionals build your plan based on your financial needs, as well as new legislation, tax rules, and economic and market shifts. Our comprehensive planning services include:

  • Cash flow analysis
  • Coordination of wills, trusts, and deeds
  • College funding
  • Estate planning
  • Insurance/risk management
  • Investment management
  • Real estate
  • Retirement planning
  • Stock options

Financial Briefs

Find Extra Benefits In DI Insurance
The odds that you'll suffer a disabling injury or illness are far greater than..
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5 Ways To Handle Problem Employees
Do you have one or more "problem employees" at your company? ..
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Crash Course On Paying For College
There's good news in the mail: Johnnie or Susie just got accepted into a top..
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