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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 Protection


As individuals, families, and business owners with substantial assets, our clients often require a highly customized approach to wealth protection and risk management. To address this need, we apply a comprehensive methodology that includes risk identification, quantification, and prioritization.

We place a high value on choice and appropriate application in servicing the insurance needs of affluent individuals and families. We offer a comprehensive array of insurance products from the industry's top-rated carriers while remaining product- and company-neutral to ensure that we are providing the solutions that are best for you, our client. When needed, we also employ strategic alliances to address insurance needs related to the complex estate planning and wealth transfer issues of our high-net-worth clientele.


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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