About Us

The financial professionals at Partners Wealth Management (PWM) are dedicated to provide financial services to affluent clientele. The firm was established in 1991 by John Freiburger, and has evolved into a team of experienced professionals with a national clientele.

At Partners Wealth Management, our primary goal is to educate and empower clients to make fully informed, effective decisions. To do so, we begin by striving to discover and solidify the core values, attitudes, and beliefs that pertain to the accumulation, management, and transfer of a client’s wealth. Next, we seek to address the problems that may exist in the client’s current plan, so that they can be better positioned to seize potential opportunities. Through this goal-setting process, clients gain clarity and complete confidence in their plan as their financial affairs and personal values become aligned.

Unlike many advisors that clients may have dealt with in the past, we take a holistic, multi-disciplinary approach to planning. It is our strong belief that no matter how well-designed a piece of the client’s plan might be, it cannot truly be effective if it is not integrated with the overall wealth strategy. However, we do recognize that clients have relationships with trusted financial, legal, and tax advisors, and may want to continue those relationships. We have the ability to add value to these existing relationships by orchestrating a comprehensive strategy to maximize results and simplify life for the client.

It is our promise to consistently provide independent, impartial professional advice to clients— along with access to cutting-edge strategies. In fact, as Investment Advisor Representatives, it is our fiduciary responsibility, and one that we take very seriously. That is why in all client interactions, we strive to foster intimate, personal relationships to facilitate the communication needed to exceed expectations.

1700 Park Street ▪ Suite 200 ▪ Naperville, IL 60563 ▪ t 630.778.8088 ▪ tf 800.265.2651 f 630.778.8049 ▪ web www.partnerswealth.com

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Partners Wealth Management is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Partners Wealth Management is not affiliated with Kestra IS, Kestra AS, or NFPISI.

In order for us to assist you in your planning and to utilize everyone’s time efficiently, we ask that you pull together the following documents:

• IRA, Keogh, and 401(k) statements
• Summary of benefits provided through employers
• Stock Option information (NQ/ISO/ESPP) plan documents, exercising agreements, statements and summary of activity
• Legal documents (trusts, buy/sell agreements, wills, etc)
• Insurance contracts (life, disability, long-term care, home/auto)
• Tax returns from the last two years
• Any other information that you feel is relevant to your finances

Also, in order to better understand your financial independence needs, it would be helpful if you could give some thought to your regular lifestyle costs as well as any big-ticket purchases (i.e. college tuition, second home, etc you anticipate in the next few years.

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Partners Wealth Management is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Partners Wealth Management is not affiliated with Kestra IS, Kestra AS, or NFPISI.

The Investor Profile is designed to help us develop an investment policy that fits your individual financial goals. This is the first step in the asset management process and it will help us define important factors such as your investment objectives, time horizon, and attitudes toward risk and investing.

Investment Objectives: Rank your investment objectives for this account in order of importance (1 being the highest). Review the attached Customer Agreement for the important information on investment objectives.

Investment Product Knowledge

Check either None, Limited, Good, or Extensive based on your knowledge of the following:

Decision-making Experience

Please select the choice that applies:

Account Activity: Contributions and Withdrawals

PLEASE ATTACH COPIES OF YOUR MOST RECENT INVESTMENT STATEMENTS.

Conservative Approach:

This approach seeks to achieve moderate total rates of return through low capital appreciation and reinvestment of a high level of current income. 0-20% Equities, 80-100% Bonds & Money Market Instruments.

Moderate Approach:

This approach seeks to achieve moderate, long-term capital appreciation with high current income, while recognizing the possibility of moderate fluctuations in year-t0-year market values. 25-40% Equities, 60-75% Bonds.

Balanced Approach:

This approach seeks a moderate level of current income and, overtime, above average appreciation with moderate risk. 40-60% Equities, 40-60% Bonds

Moderately Aggressive Approach:

Moderately Aggressive Approach: This approach seeks to achieve high, long-term capital with low current income, while recognizing the possibility of substantial fluctuations in year-to-year values. 75-100% Equities, 0-25% Bonds

Aggressive Approach:

This approach seeks to achieve high, long-term capital appreciation, while recognizing the possibility of substantial fluctuations in year- to year- market values. 100% Equities.

(The report will be password protected so only you can view it)

1700 Park Street ▪ Suite 200 ▪ Naperville, IL 60563 ▪ t 630.778.8088 ▪ tf 800.265.2651 f 630.778.8049 ▪ web www.partnerswealth.com

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Partners Wealth Management is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Partners Wealth Management is not affiliated with Kestra IS, Kestra AS, or NFPISI.