Our Qualifications

At Personal Wealth Partners, you have access to exceptional expertise in fee-based wealth management. Our principal advisors are attorneys, CERTIFIED FINANCIAL PLANNERS™ and CPAs, with advanced degrees in tax law. In addition, they bring several decades of combined experience in personal financial planning and wealth management at leading firms, including Ameriprise, Deloitte, KPMG, US Trust and Mayo Foundation.

To remain on the cutting edge of changes in tax laws, investments, and estate strategies, our advisors attend an average of 160 hours of continuing education classes each year and network with an elite group of peers around the country who also focus on high wealth clients. To serve you responsively, we hire only what we believe is the best staff and continually invest in their training and accreditation.