Partners Wealth Management

EST. AUM
$100,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website partnerswealth.com
Client types

Overview

Partners Wealth Management is an independent wealth management firm based in Naperville, Illinois, founded in 1991 by John E. Freiburger. The firm provides integrated financial planning and investment advisory services to affluent individuals, families, closely held businesses, and institutional clients such as non-profits, foundations, and endowments. Its offerings span wealth preservation and enhancement, asset protection, retirement planning, estate and wealth-transfer planning, and charitable giving strategies, delivered through a "holistic, multi-disciplinary" planning approach. The firm coordinates with clients' CPAs, attorneys, and insurance professionals to integrate all aspects of a client's financial life. Securities are offered through Kestra Investment Services, LLC, and advisory services through Kestra Advisory Services, LLC, both FINRA/SIPC-affiliated entities, positioning Partners Wealth Management as an independent practice within the larger Kestra Financial network.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Partners Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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