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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 Transfer


Comprehensive wealth planning includes strategies to preserve and efficiently transfer your assets to ensure your loved ones are provided for after your death. Using our highly individualized process, we'll work with you and your selected family members to design, coordinate, and implement an effective estate plan that is aligned with your overall wealth management plan.

Once your plan is in place, we'll continuously monitor that plan to ensure it stays on track to meet your goals. We work in concert with your attorney and other trusted professionals to assist with drafting powers of attorney and health care proxies to ensure that the right people in your family have the legal standing and discretion to make critical decisions in the most difficult times. Ultimately, our goal is to protect what you have worked so hard to build to help you fulfill your financial dreams and ensure your legacy.


Financial Briefs

Find Extra Benefits In DI Insurance
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5 Ways To Handle Problem Employees
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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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