WealthPlan Partners Information

At WealthPlan Partners we are a fee-based financial planning team that believes it is our team’s responsibility to help you make the most of your income and assets. We dedicate ourselves to helping individuals accumulate wealth and preserve it through sound comprehensive financial planning. Whether it is helping people to invest their money, setting up college savings plans, facilitating the exercise of employee stock options, securing life insurance or designing complex estate plans, we work with our clients until all the details have been completed. Our client-centric process involves one-on-one attention, long-term visioning and ongoing support from appropriate members of our team, every step of the way. We have developed this practice in response to four decades of conversations with our high-net-worth clients – business owners, decision makers, community leaders and families – who may not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Our affiliation with Cambridge Investment Research, Inc. provides our client with the best of both worlds: the experience and stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and WealthPlan Partners are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, of which we cannot verify completeness or accuracy.