Advisory Services

Wealth Strategist Partners’ principals have been serving complex families of significant wealth for decades, generating substantial lasting impact for our clients.

  • Family Investment Assets

    Governance and strategy for large scale investment portfolios.

  • Family Business Assets

    Governance, business growth, and succession advisory.

  • Family Cultural Assets

    Each client's values and culture guide our work.

  • Family Cultural Assets

    Each client’s values and culture guide our work

Principals Serving Principals

Taxable Investors must think differently about their wealth.

Investment and Wealth Management Advisory Services

Wealth Strategist Partners works to generate substantial, lasting financial impact to meet the investment goals of our clients.

Senior Investment Professionals

WSP's three senior investment professionals each has more than 30 years of investment management and research experience across a wide range of asset classes and market cycles. Each also has a long-term, proven track record of adding value to complex taxable investment portfolios.

Our Approach

WSP serves clients of significant net worth, typically $50 million to over $1 billion in financial assets - large enough to need a customized solution while benefiting from shared scale and expertise. We provide each client with a bespoke solution

WSP understands that, for long-term investment value creation, taxable portfolios must overcome the combined drag of fees, taxes and inflation.

WSP works with each client to codify goals for long-term net investment return, cash flow, and risk, all in the context of a family's plans for the role wealth is to play in their lives. We build a deep and detailed understanding of clients' needs and customize the implementation accordingly.

Fully Integrated

Our work with clients spans long term investment objective-setting, as well as plans for investment strategy, process and infrastructure. We solve for an asset management solution that is integrated with each client's total family enterprise, tax considerations, estate planning, and governance priorities.

We provide investment management strategy, direction, recommendations, and oversight. We regularly confer with, and can coordinate across, a family's trustees, major custodians, investment consultants, accountants, and lawyers. Our goal for each client is a process that is effective, secure, fairly priced and built with appropriate checks and balances.

Once plans are agreed, we work with clients to build a complete wealth management infrastructure: execution, administration, and communication.

What is a Wealth Strategist?

Wealth Strategists play a critical role in developing and executing a family’s wealth management strategy. At Wealth Strategist Partners, we sometimes act as the strategist for a family, and sometimes support one or more family members in that role.

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Please read the important disclosures below.

Wealth Strategist Partners is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the Unites States government or any regulatory agency. Wealth Strategist Partners may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Wealth Strategist Partners’ ADV Part 2 for additional information and risks.

Information included regarding assets under management and portfolio companies at a prior investment firm are included for informational purposes only in order to demonstrate both business and sector experience. Further, Wealth Strategist Partners has no ability to affect or influence the performance of prior investments at the prior investment firm as the members of the Wealth Strategist Partners team are no longer affiliated with the prior investment firm. Other personnel from the prior investment firm were involved with and provided material assistance with respect to the investments at the prior investment firm and are not part of the Wealth Strategist Partners team.

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