Wealth Partners Financial, LLC

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Wealth Partners Financial, LLC Cedarburg, WI-based company, offers independent fiduciary services and fee-only financial planning.

Jared Fredric Thompson, the principal of Wealth Partners, began his vocation as a registered adviser back in the Rocky Mountains with a large career firm. After a few years it became clear that the best way to correctly service the members of his practice was to offer them unbiased, non-commissionable strategies and financial instruments. So Jared created a small consulting firm that offered custom-tailored advice and services to his clients. As other independent advisers observed the great results of his pleased clients, Jared offered to educate and service the clients of these colleagues in his niche areas as well. Over the last decade Jared has partnered with some of the best professionals in the industry to better meet all the financial wants and needs of those he works with. Today Wealth Partners approaches each current and potential client with understanding, education, and solutions that are in their best interest. Investment advisory services offered through Mutual Advisors, LLC DBA Wealth Partners, a SEC registered investment adviser.

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Address

11414 West Park Place, Suite 202
Cedarburg, WI
53224

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

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