We wanted to make you aware of an upcoming enhancement to your Investor360° login that will help provide additional security to your accounts. At Wealth Management Partners, we realize that wealth alone does not ensure happiness.
Given the rare opportunity we have to touch so many lives, we are uniquely positioned to cultivate and nurture long-term relationships-value-added relationships that strive to improve the quality of life for all involved.This system is for clients who are interested in financial projection planning and would like secure on-line access to a projection report.
Given the rare opportunity we have to touch so many lives, we are uniquely positioned to cultivate and nurture long-term relationships-value-added relationships that strive to improve the quality of life for all involved.This system is for clients who are interested in financial projection planning and would like secure on-line access to a projection report.
Services
Wealth Management Partners, LLC, was founded based on a commitment to not only provide superior financial management services, but also to improve the quality of life for all associated with the firm: clients, advisors, and associates. Our firm is based on the philosophy of "Earning the Privilege to Be Your Trusted Advisor."
We've been helping clients in the greater Pittsburgh area prepare for their financial future since 2001. Like them, you can benefit from our expertise in creating a fully integrated, comprehensive plan that helps you pursue your life goals. As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you.
Michael is the founder and president of Wealth Management Partners, LLC, a Pittsburgh-based wealth management firm. Prior to establishing WMP in 2001, Michael was the associate managing director of the Acacia Financial Center of Pittsburgh. During his 16 years with Acacia, Michael held a variety of management positions.
Chris joined Wealth Management Partners, LLC, in 2018 as the director of wealth management services. He graduated from Washington and Jefferson College with a BA in business administration. Chris is a CERTIFIED FINANCIAL PLANNER professional and earned the Chartered Retirement Planning Counselor (CRPC(R)) designation from the College for Financial Planning.
We are committed to giving back to the community that has given us so much. As part of these efforts, we are proud of our affiliation with Commonwealth Financial Network(R). Commonwealth's commitment to service does not end with its advisors and their clients. Commonwealth Cares, a 501(c)(3) charity, was formed in 2010 to maximize the impact of those efforts.
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