At Wealth Management Partners, we believe portfolio construction and asset management are only part of what a financial advising firm should do. Unlike other firms, we emphasize the value of our client relationships. We strive to establish a solid, working relationship with each client, built on a foundation of trust, transparency, and client education.
We take pride in nurturing relationships that our clients can depend on. We are committed to assisting our clients with all of their financial needs, regardless of what those might be. Whether you're a recent graduate and are beginning your career or you are well into retirement, we are here to help.
We take pride in nurturing relationships that our clients can depend on. We are committed to assisting our clients with all of their financial needs, regardless of what those might be. Whether you're a recent graduate and are beginning your career or you are well into retirement, we are here to help.
Services
At Wealth Management Partners, we believe in delivering investment consulting services that are individually tailored to meet the unique needs and goals of each of our valued clients. Our work begins with establishing a client relationship. We listen closely to you as we work to understand your complete financial situation.
Tom is a dedicated financial advisor who believes that the best part of his career is the opportunity to effect meaningful change on the financial lives of his clients. Tom's career as a financial advisor began in 1994. Prior to establishing Wealth Management Partners in 2005 and joining Raymond James in 2009, he was an Assistant Vice President at both Merrill Lynch and UBS Financial Services.
It is our belief that the best advisors spend the most time listening, allowing them to create a truly customized financial plan. Your children are your legacy. It's only natural that you want the best for them, and that includes a world-class education. There are a number of education-related financial matters that high-net-worth families must consider when developing a comprehensive education savings plan.
Brokers, accountants, and even insurance agents can legally call themselves financial planners without obtaining a certification in financial advising. That is why it's crucial to work with a financial advisor who has achieved professional credentials, such as the Certified FinancialPlanner (CFP) designation.
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