Partnership Wealth Management

As a registered investment advisor, Partnership Wealth Management has a fiduciary duty to act in its clients' best interests. The firm operates on a fee-only basis, which eliminates commission-driven conflicts and aligns its compensation with client outcomes. This structure distinguishes it from broker-dealers held only to a suitability standard.

Partnership Wealth Management explicitly incorporates environmental, social, and governance criteria into client portfolios. The firm constructs allocations using screened funds and direct securities that align with client values while targeting competitive risk-adjusted returns. This dual mandate of values alignment and retirement readiness defines its investment philosophy.

The firm services both individual and institutional clients, with particular emphasis on retirement plan management for organizations as well as personal financial planning. Its institutional capability includes corporate retirement plans alongside high-net-worth individual accounts. Public record, however, does not disclose current institutional client count or aggregate retirement-plan assets under advisement.

The firm's investment committee structure and named portfolio managers are not currently detailed in available public filings or disclosures. As a boutique RIA, investment decisions are typically centralized among a small leadership group rather than distributed across multiple teams. Regulatory filings would provide current named principals.

The firm charges on a fee-only basis, typically through a percentage of assets under management for advisory services, and may also offer fixed or hourly fees for financial planning engagements. This model avoids the conflicts associated with commission-based brokerage arrangements. Clients do not pay trading commissions on managed accounts.