Since 2005, Wealth Management Partners, LLC has combined the best of large and small financial planning firms to deliver superior client service, advice based on decades of experience, a wide array of investment management options and comprehensive financial planning services.
Unlike advisors who attempt to personally manage their client’s portfolios, we outsource the day to day portfolio management. This frees our professionals to focus on you, your goals and your legacy. It also prevents us from falling into the trap of providing only a small number of cookie cutter type solutions to every prospective client.
Joyce began her career in the financial services industry in November 1998. She spent the first 5 years of her career with Monumental Life before she...
A Message for Younger People This piece is intended for anyone who is under 35 or so. The country, the world, is currently in the throes of its latest crisis. This may be the first crisis you are experiencing as an independent adult. We are truly sorry to inform you it won’t be the last. We are happy to inform you that the country and the world have survived every past crisis and we will...
We are fielding a lot of questions and hearing a lot of TV/internet commentary about how long it will take for stock markets to recover. The true answer to that question is no one knows for sure. Any commentator or newsletter writer that professes to have some crystal ball is just wrong. However, we can look back at history and see how long it took the S&P 500 to retrace losses. The chart is from...
