TOTAL WEALTH PARTNERS: The Expert in Financial Services
TOTAL WEALTH PARTNERS is a leading financial advisory firm that has been providing expert services to clients for over 20 years. The firm is composed of a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Comprehensive financial planning for individuals and families
- Investment management designed for each client’s unique needs
- Retirement planning and strategies
- Estate planning and trust services
- College planning and education funding options
- Tax planning and preparation
- Insurance and risk management solutions
Facts and Insights
TOTAL WEALTH PARTNERS believes in transparency and is proud to share its financial statistics with the public. As of 2021, the firm has over $1 billion in total assets under management and a team of 50+ advisors serving clients across the nation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 50+ | 20+ |
Financial Services Offered
TOTAL WEALTH PARTNERS offers a wide range of financial services that are tailored to meet the specific needs of each client. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- College planning
- Tax planning
- Insurance and risk management
Client Types
The firm serves a diverse client base consisting of individuals, families, small business owners, and corporate executives. TOTAL WEALTH PARTNERS understands that every client has unique financial needs and goals, and the team works closely with each client to develop a personalized financial plan that addresses their specific situation.
Fees & Compensation
TOTAL WEALTH PARTNERS operates on a fee-based model, meaning that the firm’s compensation is based on a percentage of the client’s assets under management. This approach aligns the firm’s interests with those of its clients, as their fees increase only when the client’s portfolio grows.
Background
TOTAL WEALTH PARTNERS was founded in 2000 by financial experts with a passion for helping individuals and families achieve financial peace of mind. Since its inception, the firm has remained committed to providing personalized, comprehensive financial services to its clients, continuously adapting to changing market conditions and client needs.
Financial Advisor Disclosures to Know
As a financial expert, TOTAL WEALTH PARTNERS adheres to strict guidelines set by financial regulatory bodies. These include disclosing any potential conflicts of interest and maintaining the highest ethical standards. Clients can trust that their financial well-being is always the top priority at TOTAL WEALTH PARTNERS.