Who We Serve

Expertise in Exceptional Wealth

Personal Wealth Partners serves individuals, families and businesses whose exceptional wealth requires sophisticated financial strategies, delivered with confidentiality and personalized service. Because we specialize in this high-net-worth category, many of the concepts and techniques we talk about are particular to this income group, and are not commonly considered by most professional financial advisors.

The sophisticated strategies we develop for this affluent clientele can have a dramatic impact on goal achievement. We partner with clients one-on-one to improve their financial position in ways that benefit their lives and the lives of those they care about most. To carry out this responsibility, we make a significant investment of time to establish a personalized understanding of each client to inform effective financial, estate, and investment strategies.

We bring particular expertise to the unique financial needs and challenges faced by:

  • Business owners and corporate executives
  • Physicians, dentists and other health professionals
  • Bakken Shale - Mineral rights owners
  • Agricultural Industry
  • Families with children with special needs