Wealth Partners Email Format

Financial ServicesUnited States0-1 Employees

An independent financial firm located just outside of Milwaukee in Cedarburg, WI, Wealth Partners offers fiduciary services and fee-only financial planning using a personalized approach and process to help secure
lifelong financial success. Planning services include: Retirement Financial Planning, Investment & Wealth
Management, Estate Planning, and more.

Wealth Partners is a premier independent financial services firm with a rich history spanning over the last 20 years.  Jared Thompson, the principal of Wealth Partners, began his vocation as a registered adviser back in the Rocky Mountains with a large career firm.  After a few years it became clear that the best way to correctly service the members of his practice was to offer them unbiased, non-commissionable strategies and financial instruments.
 
So Jared created a small consulting firm that offered custom-tailored advice and services to his clients.  As other independent advisers observed the great results of his pleased clients, Jared offered to educate and service the clients of these colleagues in his niche areas as well.  Over the last decade Jared has partnered with some of the best professionals in the industry to better meet all the financial wants and needs of those he works with.

Discover our personalized approach to financial planning here: http://wealthpartnersfinancial.com

Investment advisory services offered through Mutual Advisors, LLC DBA Wealth Partners, a SEC registered investment adviser. 
Wealth Partners is independently owned and operated.

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