Founded in 1998, Wealth Management Partners, LLC is an independent, fee-only investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC). The firm acts as a fiduciary, providing objective financial planning and investment management services to high-net-worth individuals, families, and institutions. Their approach emphasizes a client-first philosophy, building long-term relationships through personalized strategies that encompass retirement planning, estate planning, tax strategies, and risk management.

Founded in

Australia