Since 2005, Wealth Management Partners, LLC has combined the best of large and small financial planning firms to deliver excellent 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.
You won’t get lost in the crowd when you choose to work with Wealth Management Partners, LLC. You will work one-on-one with one of the partners who will be your advisor for the entirety of your time as a client.
What also sets us apart is that the partners in the firm, Joyce Cool and Robert Ramos, work together. We are a collaborative partnership. While one of us may be your primary contact, either is available to you when you have questions or need assistance. On more complex cases, they will work together to produce recommendations that they feel are in your best interest.
- You will never feel rushed or pressured into making a decision when you work with us.
- We want you to understand the why, the what, and the how behind our recommendations.
- We will not turn you or your referrals away because you or they don’t meet some arbitrary minimum level of savings.
Our ultimate goal is not just to win your business but to earn your trust.