We Serve Individuals and Institutions Around the World

Whether you’re in Chicago or Canberra — and whether you seek strategies for yourself, your family, your business, or all of these — you can count on personal, responsive, and expert service from Partners Wealth Management.
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INDIVIDUALS & FAMILIES

Our typical individual or family client has investable assets of more than $1 million, and seeks an integrated solution to invest and protect their wealth.

CORPORATIONS

Make better decisions and drive growth for your corporation by addressing all corporate financial planning challenges including business regulations, tax laws, employee benefits and retirement plans in one integrated approach.

CLOSELY HELD BUSINESSES

For business owners, we can act as a “personal CFO”, with comprehensive services to maximize income, reduce taxes, plan employee benefits and much more.

NON-PROFITS, FOUNDATIONS & ENDOWMENTS

Make the most of your organization’s resources with a trusted partner who can help you stay on mission. From planning for growth to managing risk and meeting compliance obligations, you’ll receive the support and insight you need to make sound decisions for your employees, donors, and board members.

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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