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Partners Retirement & Wealth Management

Plan for a future well-lived.

Whether planning for retirement, building a legacy, investing with tax-efficiency, or navigating equity compensation, our Wealth Advisors provide personalized, white-glove service tailored to your goals. 

Exclusive Offer: Complete a complimentary consultation and receive a $100 gift card.¹

 

Schedule an Appointment

 

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Retirement

Explore the right balance of tax-deferred, tax-free, and taxable income. Connect with an Advisor to discuss IRAs and other investment options tailored to your portfolio.
 

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Investments

Explore a variety of investment options to support your financial goals. Whether you're focused on growth, income, or diversification, we offer strategies to help you build a strong portfolio.
 

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Financial Planning

Plan for short- and long-term goals—from buying a home to saving for college or retirement. We’ll help you build a strategy to make your financial vision a reality.
 

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Life & Long Term Care Insurance

Protect your finances from the impact of illness, disability, or loss. Ensure you and your loved ones have the support needed during life’s most challenging moments.
 

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Trust & Estate Planning

Ensure your financial, physical, and lifestyle needs are protected through thoughtful estate planning. It's about securing the future for those who matter most.
 

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Tax Strategies

Make the most of your money with proactive tax planning. Minimize liability and maximize efficiency with a balanced mix of taxable and tax-free investments designed for your goals. 
 

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Guided Wealth Portfolios (GWP)

Explore algorithm-driven investing to build your portfolio with confidence. You'll have access to a smart, online portfolio manager while benefiting from the personalized support of Wealth Management® Advisors.
 

























Meet a Wealth Advisor

With offices in California and Florida, we have a team of Wealth Advisors to help you navigate through life’s financial challenges. We develop relationships with our clients and tailor our advice to your unique situation. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

 
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
 
 

1Limited time offer. While supplies last. $100 gift card will be given after completion of a financial review. $100 may be reported on a 1099-MISC for Partners Members. Waived advisory fees include investment management services only.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Partners Federal Credit Union and Partners Retirement and Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Partners Retirement and Wealth Management and may also be employees of Partners Federal Credit Union. 

These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Partners Federal Credit Union or Partners Retirement and Wealth Management. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY NOT CREDIT UNION GUARANTEED NOT CREDIT UNION DEPOSITS OR OBLIGATIONS MAY LOSE VALUE
LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LP or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.