WealthPartners is an independent wealth services company, with professionals delivering wealth and income planning and product solutions. The firm's comprehensive process includes financial life phases of Wealth Accumulation, Retirement Distribution, Business Succession, and Estate/Legacy Planning. 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. WealthPartners, LLP, is not affiliated with Kestra IS or Kestra AS. https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
View Top Employees from WealthPartnersWebsite | http://www.wealth-partners.com/ |
Revenue | $7 million |
Employees | 7 (7 on RocketReach) |
Founded | 2005 |
Address | 220 Trace Colony Park Dr, Ridgeland, Mississippi 39157, US |
Phone | (601) 414-4455 |
Fax | (601) 414-4459 |
Industry | Financial Services, Finance General, Wealth Management, Finance, Retirement Plans, Insurance, Income Distribution |
Competitors | Ambrose Capital Management, LLC, Brunette & Associates LLC, JLB Wealth Management Group LLC, Legacy Investment Planning, Stichler Wealth Management |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
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The WealthPartners annual revenue was $7 million in 2024.
Jeff Turnipseed is the President of WealthPartners.
7 people are employed at WealthPartners.
WealthPartners is based in Ridgeland, Mississippi.
The NAICS codes for WealthPartners are [52, 523, 52393, 5239].
The SIC codes for WealthPartners are [62, 628].