Wealth Partners Financial, LLC Email Format

Financial ServicesWisconsin, United States2-10 Employees

Wealth Partners is an independent financial services firm based in Cedarburg, Wisconsin, just outside Milwaukee. It provides fiduciary services and fee-only financial planning through a personalized process designed to support lifelong financial security, including Retirement Financial Planning, Investment & Wealth Management, and Estate Planning. Investment advisory services are offered through Mutual Advisors, LLC DBA Wealth Partners, an SEC-registered adviser; the firm is independently owned and operated.
The firm has a history spanning about twenty years and is led by principal Jared Thompson, who began as a registered adviser in the Rocky Mountains before establishing a practice focused on unbiased, non-commissionable guidance. A notable development in its recent history is a January 2018 partnership with VanderBloemen Group LLC.

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