Partners Wealth Management

At Partners Wealth Management, we understand that wealth is not just about financial resources, but also about the impact it can have on your life and the lives of those around you. That's why we're dedicated to helping individuals, families, institutions, corporations, closely held businesses, and non-profits, foundations, and endowments achieve their financial goals and make a positive difference in the world.

Our Unique Process

We pride ourselves on our unique approach to wealth management, which is centered around your individual needs and goals. Our experienced team of financial advisors works closely with you to understand your financial situation, risk tolerance, and objectives, and develops a personalized strategy to help you achieve your goals.

Who We Serve

At Partners Wealth Management, we cater to a wide range of clients, including individuals and families who are seeking to manage their wealth, institutions that require comprehensive financial planning and management, corporations that seek to optimize their bottom line, and non-profits and foundations that aim to make a positive impact.

Our Team

Our team is comprised of highly qualified and experienced professionals who are dedicated to providing exceptional service and expertise. Our managing partner, John E. Freiburger, is a seasoned financial advisor with over 20 years of experience in wealth management. He has earned numerous professional certifications, including the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF).

Areas of Expertise

We offer a wide range of services, including:

• Investment management
• Financial planning
• Retirement planning
• Estate planning
• Charitable giving
• Tax planning and preparation
• Risk management
• Wealth transfer strategies

Commitment to Excellence

At Partners Wealth Management, we are committed to providing the highest level of service and expertise to our clients. We believe that our clients are more than just financial assets - they are our partners in achieving their goals and making a positive impact in the world. That's why we invest in our team's ongoing education and training, ensuring that our advisors are equipped to provide the most effective and innovative solutions for our clients.

In Conclusion

At Partners Wealth Management, we're dedicated to helping you achieve your financial goals and make a positive difference in the world. If you're looking for a trusted partner to help you navigate the complexities of wealth management, we're here to serve you. Contact us today to schedule a no-cost initial consultation and take the first step towards achieving your financial goals.