Family Wealth Partners Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Family Wealth Partners is a small financial services firm based in Concord, North Carolina, operating as a state-registered investment adviser. It concentrates on helping individuals make informed decisions regarding IRAs, 401(k)s, and other investments, aiming to counter what it characterizes as misguided guidance from Wall Street, the media, and some other advisers. The firm emphasizes education and practical guidance in retirement planning for its local clients.

Its services include a disciplined approach to diversification and asset allocation, an investor education series, investor coaching, an explicit investment policy statement, and thorough portfolio analysis. The target clients are individuals managing IRAs, 401(k)s, and other investments who may not be aware of internal trading activity within their accounts or how such activity affects risk and returns. The firm aims to offer a more transparent, policy-based framework for portfolio management, delivered through meetings and educational events.

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