WHO WE ARE

 

Wealth Design Partners was formed out of a set of relationships among several successful financial advisors. After working together for more than 5 years, they decided to work more closely in serving all their clients’ needs. The team at Wealth Design Partners includes several talented associates and support personnel. Understanding the client’s needs and defining the proper course of action is at the core of the mission for every member of the Wealth Design Partners team.

  

Wealth Design Partners’ focus is to meet the client objectives, to maintain safety of their principal, to earn a reasonable rate of return, and to improve the simplicity of their investments and positioning of their assets, enabling them to last for generations so they can focus on what is truly important in their life. 

 

At Wealth Design Partners, we know that we cannot be all things to all people, but we can be and are all things to some people. Our Wealth Management and Estate planning team has chosen to only work with a select group of successful professionals and retirees who among other things, aspire to secure and grow their family legacy.  We have developed and refined a process that puts all of the pieces of our clients’ financial puzzle together, collaborating with their other trusted advisors, allowing our plans to adapt as their lives unfold and their needs evolve.  

 

We call this process the FITformula™.