Tell us what success means to you, and we’ll help you achieve it.
Explore All Paths.
Our resources will guide you through each stage of your financial journey.
Investing is a long-term process that requires a sound strategy and the discipline to stick with it. Let us show you how it’s done.
At Weston Banks Wealth Partners, we are committed to giving you the same guidance and support as we give ourselves, our colleagues, and our families.
Our clients—who include both financially savvy and first-time investors—appreciate our approachable, back-to-basics approach to managing their money. As a result, the majority of our business comes from client referrals.
By focusing on core saving and investing fundamentals, we simplify the saving and investing process so you can feel confident about your wealth management decisions.
Our mission is to help you achieve and enjoy success as you define it. We support your life and legacy goals by managing your assets in a way that aligns with your unique value system.
When you choose Weston Banks Wealth Partners, your needs come first. It is that simple.
Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your advisor develop an investment strategy that’s perfect for you. Everyone has a Risk Number. Let’s find yours.
Helpful content on timely topics to increase your financial wisdom.
Building a financial plan is the first step in accumulating wealth for your future. Taking this one simple step opens the door to options...options to do what you want, when you want, and how you want.
Once we help you create your financial plan, we use your benchmarks (current financial status, time horizon and risk tolerance) to manage your money to support the life you want to enjoy, not only tomorrow - but today.
Preparing your estate helps ensure that your wealth will be distributed to future generations according to your wishes. We’ll work in conjunction with your estate planning attorney, CPA, and your family to develop a plan that aligns with your needs.
Another consideration in financial planning is your ability to minimize the taxes you pay on your investments. That’s why it is important to stay informed about the tax implications of your choices and how they may affect your saving strategy.
Learn the ins and outs of this new law so you can explore how it will affect for your estate strategy.
See what we can learn from the plight of the tin man, scarecrow, and cowardly lion more than 100 years later.
Take the opportunity to instill good financial habits in your children at a young age.
Check out our library of helpful videos on topics to help you on your financial journey.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."