Partnering To Better Serve Our Clients

Since the inception of Personal Wealth Partners, clients have entrusted us as stewards of their investments. It’s a commitment that we have never taken lightly, based on a tradition of personal service and continuous expertise. It's with that same care that Personal Wealth Partners has merged with a fee-only RIA, Credent Wealth Management.

The shared principles and values of the two companies will continue to benefit clients and the expanded team of professionals will garner new opportunities. 

Among the potential benefits for clients are:

• New tax management strategies to lower the total cost of investing.
• Performance data verified and audited by an independent third-party.
• A Unified Managed Account platform, allowing the ability to construct, manage, and pivot the Credent investment platform in a quick, decisive, and client-centric approach internally.

We encourage you to reach out to your financial advisor to begin leveraging the benefits Credent Wealth Management offers. We thank you for the trust you have placed in us, and look forward to continuing to be a partner with you for many years to come.