Propartners Wealth

ProPartners Wealth provides personalized financial planning and investment management services for individuals, families, and small business owners. ProPartners Wealth works with each client to understand their financial goals, risk tolerance, and overall situation before building a customized portfolio. For investment management, ProPartners Wealth often uses outside sub-managers through Envestnet to oversee client portfolios, while maintaining oversight and discretion. In addition to managing investments, ProPartners Wealth offers ongoing financial planning covering retirement, taxes, estate planning, cash flow management, and insurance. For business owners, ProPartners Wealth provides strategic advice on business growth, asset protection, and succession planning. ProPartners Wealth also offers pension consulting services for employee benefit plans.