Individual and Families

Comprehensive Financial Planning for those with High Net Worth
Your experienced PWM advisor will provide you with the right solutions whether you need assistance with investment consulting, wealth management or wealth protection. Take further advantage of our expertise in wealth transfers, charitable planning and more. To discover how we can partner with you to achieve your financial and wealth management goals, contact us today at 630.778.8088.

Wealth Management

Our holistic services address the complex planning needs of individuals with assets over $1 million, with strategies incorporating your risk tolerance, goals and preferences. Our services include cash flow analysis, estate planning, college funding, retirement planning, risk management and more.

Investment Consulting

We develop strategies and help you implement the most appropriate investments based on your overall financial plan. Our investment philosophy is guided by five key principles: A disciplined, research-based approach; risk management; global diversification; use of alternative investments in some cases; and ongoing, personal client consultation.

Wealth Protection

Protecting your personal, family and business assets is an essential part of your wealth management plan. Our approach includes identifying, quantifying, and prioritizing risk, and presenting insurance solutions that are best for your needs. We offer a wide array of products from the industry’s top carriers, while remaining company-neutral to ensure you receive the most appropriate coverage.

Wealth Transfer

Careful, complete and individualized estate planning is essential to ensure the preservation and efficient transfer of your assets. We will work with you and your selected family members — as well as your attorney and other trusted professionals — to design and implement a plan that aligns with your overall wealth management plan.

Virtual Family Office

Thanks to modern technology, there is no need to hire an entire team of employees to manage all aspects of your family’s financial affairs. With a Virtual Family Office, you benefit from the combined expertise of a wide range of professionals who can address all the current and evolving financial needs of your family. Allow our team to virtually coordinate your professional services in one holistic approach, across multiple firms if necessary; delivering investment, tax, legal, and consulting services in one cost-effective solution.

Charitable Planning

A well-designed giving plan helps you support the causes most important to you and leave the legacy for your heirs, while obtaining tax advantages for you. We offer four key strategies to create your customized giving plan: a lifestyle portfolio, a separate legacy portfolio, a charitable portfolio, and an incentive trust for your heirs.

Check the background of this firm and/or its investment professional(s) on FINRA’s BrokerCheck.

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. Kestra IS and Kestra AS are not affiliated with Partners Wealth Management or PartnersFinancial.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737.443.2582.

Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. Kestra IS and Kestra AS make no representation as to the completeness or accuracy of information provided at these websites. Nor is Kestra IS or Kestra AS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.  Investor Disclosures - https://bit.ly/KF-Disclosures

© 2020 Partners Wealth Management

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