Partners Wealth Management, Inc. (PWM) is an independent wealth services firm specializing in the needs of affluent families, institutions, and businesses. We are dedicated to servicing clients by providing comprehensive, integrated planning, and investment services. We help you invest and protect your assets and assist in managing your financial needs. Services: - Wealth Management - Financial Planning - Tax Optimization - Legacy Planning - Risk Management - Corporate Services Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Partners Wealth Management is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS and Kestra AS are not affiliated with Partners Wealth Management of NFPISI. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-553-7872.
View Top Employees from Partners Wealth ManagementWebsite | http://www.partnerswealth.com |
Revenue | $19.6 million |
Employees | 14 (14 on RocketReach) |
Founded | 1991 |
Address | 1700 Park Street Suite 200, Naperville, Illinois 60563, US |
Phone | (630) 778-8088 |
Fax | (630) 778-8049 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Competitors | Global Wealth Management, Roseman Wealth Advisors, Shoreline Financial Partners, StonehavenFG, Young Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Partners Wealth Management employee's phone or email?
The Partners Wealth Management annual revenue was $19.6 million in 2024.
Bill Witte is the President of Partners Wealth Management.
14 people are employed at Partners Wealth Management.
Partners Wealth Management is based in Naperville, Illinois.
The NAICS codes for Partners Wealth Management are [5239, 52393, 52, 523].
The SIC codes for Partners Wealth Management are [628, 62].