About Wealth Strategist Partners

Wealth Strategist Partners is a family owned business that guides other wealthy individuals and families as they make and implement high-impact, long duration, yet infrequent decisions about their wealth.

Wealth Strategist Partners offers its experience and expertise to assist clients at these critical points, and to assess the ongoing impact of the decisions made. We offer the following services to high net worth individuals and families:

We take a strategic approach to wealth management, helping wealthy individuals, family offices and family businesses to integrate the frequently-siloed disciplines of wealth management: investment management, estate and tax planning, philanthropy and service, family dynamics and governance. In so doing, we frequently work in cooperation with specialists in each of these disciplines to enhance the operational effectiveness, accountability and consolidated value added of the team to the client.

Our Core Principles

Although every family's situation is unique, we are not agnostic in our core principles. We believe that upholding these principles with clients and other stakeholders in our business leads to more satisfying and sustainable results for all:

  • Without values, you don’t have wealth, just money.
  • Flourishing people sustain productive wealth. Human capital is a family’s greatest asset.
  • Education empowers, strengthens commitment and improves outcomes.
  • Mutual accountability and transparency are cornerstones of productive wealth management relationships among family members, and between the family and its advisors.
  • Simplicity and flexibility are valuable; complexity is expensive and often overrated.
  • Our success is, in part, a byproduct of our communities and we have a responsibility to support them.

As fourth generation members of a wealthy family and as financial professionals, Wealth Strategist Partners’ leadership has lived the challenges of private wealth management personally and professionally. The issues are both emotional and practical and we are intimately familiar with them.

Wealth Strategist Partners has no economic interest in which specific choices a client makes, and takes no compensation from the financial services industry.

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