About

30-40 WEALTH PARTNERS is a top financial services company known for providing expert financial advice and creating personalized plans to help clients achieve their financial goals. With over 20 years in business and a team of 100+ experienced advisors, the company manages over $50 billion in assets and offers a wide range of services such as investment management, retirement planning, and tax planning. They serve a diverse group of clients including high-net-worth individuals, business owners, and institutions, operating under a fee-based compensation model to align their interests with the growth of their clients' portfolios. Founded on a client-centric approach, 30-40 WEALTH PARTNERS has a strong reputation in the industry for offering expert advice and personalized service. It is important for clients to be aware of any potential conflicts of interest as the company's advisors are held to high ethical standards and are required to disclose any affiliations or fees received for recommending certain products.

Key Takeaways

Creates personalized financial plans based on clients' unique goals and circumstances Offers a wide range of financial services to meet the diverse needs of clients Uses a holistic approach to financial planning, taking into account all aspects of a client's financial situation

Facts & Insights

30-40 WEALTH PARTNERS has been in business for over 20 years and has a team of over 100 experienced advisors. The company manages over $50 billion in assets, making it one of the largest financial services firms in the country. The following table provides a breakdown of the company's assets under management, number of advisors, and years in business.

Assets Under Management | Number of Advisors | Years in Business $50 billion | 100+ | 20+

Financial Services Offered

Investment management
Retirement planning
Estate planning
Tax planning and preparation
Insurance planning and risk management
Business succession planning
Education funding strategies
And more

Client Types

30-40 WEALTH PARTNERS serves a diverse group of clients including high-net-worth individuals, business owners, corporate executives, and families. The company also works with institutions, such as foundations and endowments, to help them achieve their financial objectives.

Fees & Compensation

30-40 WEALTH PARTNERS operates under a fee-based compensation model, meaning that the company's advisors are compensated based on a percentage of the assets they manage for their clients. This model aligns the interests of the advisor with the success of their clients' portfolios, as they only make more money when their clients' investments grow.

Background

30-40 WEALTH PARTNERS was founded by a group of financial professionals who saw a need for a comprehensive, client-centric approach to financial planning. The company has since expanded to become a well-respected and trusted name in the financial services industry, with a reputation for providing expert advice and personalized service.

Disclosures

As with any financial services firm, it is important to be aware of any disclosures or potential conflicts of interest when working with 30-40 WEALTH PARTNERS. The company's advisors are held to high ethical standards and are required to disclose any potential conflicts of interest to their clients. These disclosures may include any affiliations with investment companies or any fees received for recommending certain products.

Firm Facts

Primary Business Name: 30-40 WEALTH PARTNERS
Organization CRD: 311073
Legal Name: 30-40 WEALTH PARTNERS