Experience

Partners Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Aug 2019 - Present

  Partners Wealth Management, Inc. (PWM) is an independent wealth services firm dedicated to serving affluent clients by providing comprehensive, integrated planning and investment services. We act as advocates on behalf of individuals, families, and businesses who require highly specialized financial and advisory services. Our mission is to empower our clients to develop, articulate, and implement a comprehensive wealth management plan which will clarify their ultimate goals and provide the confidence necessary to achieve them. Our job is to ask tough questions, design creative solutions, coordinate planning resources, secure financial instruments, and manage performance results for our clients. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Partners Wealth Management is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI). Kestra IS and Kestra AS are not affiliated with Partners Wealth Management or NFPISI. (www.finra.org) (www.sipc.org) This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582.


Callero & Lorenz Financial
• Partner

  • Jun 2000 - Aug 2019