What to Expect with
Partners Wealth Management
The process of building and protecting wealth lasts a lifetime. As you walk through each of these five steps with your wealth management team, the pieces will be put into place for your unique, strategic financial plan.
Why You Need PWM
"Life in a Box"
Breaking the Ice
In these first few meetings we’ll get to know each other and understand your current financial situation. This is an opportunity for you to ask questions and get answers before making any decisions.
Committing to Improve
We are here to serve you; how can we help? Together we’ll determine which services may be appropriate for you and how they could potentially impact your future.
Creating and Presenting Your Plan
After analyzing your current financial picture, we’ll develop and present recommendations for improvement. Each recommendation is a critical factor for your success, chosen as a catalyst to help you achieve your goals.
Going Beyond with Advanced Planning
Assembling the right team for you at the table – potentially including a CPA, estate-planning attorney, corporate attorney, etc. – ensures everything is in order and simplifies the management of your whole financial picture.
Making Adjustment
Part of every plan is reviewing progress and making adjustments as necessary. At first we may meet with you every few weeks, and then preferably on a quarterly basis to continue on the right path.
Comprehensive Financial Planning for High Net Worth Individuals and Families
Have Us Contact You Or, Visit Our FAQ'sLet's Connect
Contact us to schedule your no-cost initial consultation.
| PHONE 630.778.8088 800.265.2651 | FAX 630.778.8049 |
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ADDRESS
1700 Park Street Suite 200 Naperville, IL 60563 |