Corporations, Closely Held Businesses and other Institutions

Customized Financial Management that Meets the Unique Needs of Your Organization
From the selection of the right group and executive benefits packages to succession planning and retirement plan consulting, Partners Wealth Management has the professional advisors, teams and technology to provide you with the right solutions for your unique requirements. To discover how we can partner with you to achieve your financial and wealth management goals, contact us today at 630.778.8088.

Executive Benefits

To attract and retain the best and brightest talent, you must make sure they feel valued, rewarded, and motivated. Our Executive Benefits team can help you create the right packages for your key people, including nonqualified deferred compensation plans, supplemental executive retirement plans, executive bonus arrangements, and enhanced risk management solutions.

Group Benefits

You want to make sure your employees are happy and healthy — but your benefits must also comply with legal, regulatory and other requirements. We have the right people, technology, experience and insights to help you customize the right benefits for your business, including group medical, dental, health savings accounts (HSAs), life, disability and more.

Succession Planning

You’ve worked for years to establish your business. In the event of your retirement or departure, prepare for the longevity of your business with a sound, comprehensive succession plan. A well-crafted plan benefits the business owner, employees, the business, and the successor. Our advisors will help you prepare for a smooth transition of ownership at every step – from identifying and appointing new leadership to managing financial and tax implications. Don’t leave your business continuity plan up to chance; by making arrangements early, owners can minimize any negative impact of their transition or exit.

Retirement Plan Consulting

The financial security a smart retirement plan provides is an attractive benefit. Our consultants can help you find competitive plan options that meet your employee needs, as well as complex ERISA and DOL regulations. Let us take the worry out of retirement planning, so your business can focus on business.

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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