When you’re planning for your future, you want an independent financial planning firm that puts you first.
Your needs. Your plans. Your prosperity.
As an independent boutique firm, we answer to no one but you.
Our only goal is your success.
We Are Here for Every Stage of Your Financial Journey
If you don’t have the time, the expertise or the desire to manage your financial portfolio,
Wealth Management Partners is ready to help.
Starting to Save for the Future and Protect Your Family
Getting Serious About Planning for Retirement
Guiding You Through Comfortable Retirement Years
What Every Client Can Expect From Our Team
- We will listen to your story and understand your goals. We get to know you as a person.
- We will take the time to educate you along the way so you can make smart decisions.
- We identify the best products based on your goals and risk levels, regardless of how we are compensated.
Changing Jobs? Retiring?
Get Smart Strategies for Managing Assets in Your Existing Retirement Plan Through Your Previous Employer
Winners of the Ralph S. Devito Achievement Award
Honored for Consistent Excellence in Service of Our Clients
Meet Our Dedicated Team
Robert T. Ramos
CFP®, ChFC®, CASL®
Financial Advisor
Joyce M. Cool
ChFC®, CASL®
Financial Advisor
Jessica Repasi
Financial Advisor
Lucy Skinner
Administrative Assistant
Let’s Get Started
It all begins with a conversation. Let’s schedule a consultation so we can get to know you, your current situation and your goals for the future. From there, we can map out a plan for your financial journey.