What makes us different
When you tell us where you are going, we listen.
When you tell us what you plan to do, we work with you to make it happen.
When you tell us who will share your adventure, we say thanks for asking us to be part of it.
Weston Banks Wealth Partners was founded on a deep belief that there is more to life than success. That there is something beyond success that is not only desirable, but attainable.
That something is significance. That's the reason we talk about how we do business as being "Together for Significance." We work with you based on your unique goals, plans and needs – you set the benchmarks – and together we create the plan you need for the life you want.
You have nearly unlimited choices regarding who manages your money. How do you make such a key, and perhaps life-changing, decision? We believe our approach is what sets us apart – and is ultimately the reason individuals and families, businesses and corporations choose us as their Partners.
We have the basics covered.
Do we know wealth management? Yes. Can we work with you to help achieve the results you are looking for? Yes. We know the tools of our trade and how to use them. We know how markets work and how to take advantage of them. That's what you expect. On the other hand, our approach is to offer you more than you may expect.
Using your benchmarks, we manage your money in order to support the life you want to enjoy, not only tomorrow - but today.
What does it mean to accumulate wealth? We believe it means you have options. The option to do what you want, when you want, in the way you want to do it. We believe what that means to you is as unique as your fingerprints.
Your answers get to the heart of what success and significance mean to you.
- Giving back
- A second home
- Paying it forward
- Making a difference for someone
- Community building
- Leaving a legacy
We'll embrace your definition of success and significance as our guiding principle in managing your investments.
You may have stopped taking orders and following the crowd years ago; so why would you invest and manage your money based on someone else's definition of success? We'll encourage you to enjoy and enhance your life. We believe that when you think of life as only the number of breaths you take and investing as only the money you make . . . you miss something. Something important. You miss the moment, the magic and the meaning.