Goals Based Comprehensive Financial Planning

Every client's plan factors in all key components of their financial life including:

Cashflow, Tax, Insurance, Estate, & Goals

Our 100% Personalized Portfolios

Our clients are all unique and therefore we believe in creating unique portfolios that are specifically tailored toward their needs

Our Investment Philosophy

What does it mean to be Family Wealth Partners?

Being Family Wealth Partners means we are dedicated to more than just managing investments; we are committed to understanding and supporting every aspect of our clients' lives. We approach wealth management with empathy, ensuring that our advice aligns with our clients' dreams, values, and long-term goals. Our relationships with clients are built on trust and lasting connection, often becoming lifelong partnerships. We take pride in helping our clients secure not only their financial future but also the legacy they wish to leave behind.

Your Family

Our clients are a select group of intelligent, socially conscious individuals with strong family values who enjoy their lives. Successful families and business owners are helped to deal with competing priorities and balance short-term needs with long-range goals.

Your Wealth

As an independent firm, we believe in prudent investment strategies based on a customized plan matching our client’s needs and desires. Our client specific investment methodology supports opportunity for growth and helps protect our client’s wealth.

Your Dreams

Life is a Journey and on that journey we have our hopes and dreams. Part of the dream is to have financial independence, providing freedom to do what we want when we want. Getting there should not be a mystery or left to chance. You gain value in many endeavors by adding a “coach.”

Best in state 2024 Best in state 2023 Best in state 2022 Forbes

Richard Grund of Family Wealth Partners has been named to the Forbes Best-In-State Wealth Advisors List for past four years.

2021-2024 Forbes Best in State Wealth Advisors, created by SHOOK Research. The 2024 award was presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, click here. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking.