About Us
Weston Banks Wealth Partners provides tailored financial planning, retirement strategies, and legacy solutions for families, business owners, and retirees. With trusted guidance and proactive support, we help protect wealth, reduce risk, and create lasting confidence for your financial future.
Our “philosophy”
At Weston Banks, character isn’t just “what you do when no one is watching.” For us, it’s about going beyond expectations, caring deeply, listening closely, and creating financial strategies that truly serve your life and legacy. We don’t settle for the bare minimum. Instead, we deliver an abundance of guidance and support, built on trust and long-term relationships. Through our Financial Investing for Life and Legacy approach, we help you FILL your lives with more than money. Our goal is to draft a plan that provides stability so you can feel confident, even in challenging markets.
What We Do
We don’t just talk, we act. Weston Banks combines deep expertise with a hands-on approach to create personalized strategies that match your lifestyle, goals, and values.
Personalized Financial Strategies
Our personalized financial strategies go beyond traditional advice, aligning with your life’s unique season to provide clarity, direction, and lasting financial growth that supports your goals, dreams, and legacy.
- Custom strategies built for you
- Flexible planning for every stage
- Guidance through complex decisions
- Dedicated support by your side
Focus Directive Portfolios
Our Focus Directive Portfolios provide customized investment strategies aligned with your financial roadmap, offering confidence, clarity, and sustainable growth for individuals, families, and business owners seeking structured wealth management.
- Tailored investment models
- Strategies for long-term growth
- Alignment with your values
- Expert advisor guidance
Financial Planning for Families
Protect your family’s legacy with personalized financial strategies that address taxes, education, and wealth transfer – helping safeguard assets and build lasting security for future generations.
- Tax reduction strategies
- Risk management guidance
- Legacy and inheritance planning
- College funding support
Business Succession Planning
Plan for the future of your business with tailored strategies that ensure seamless leadership transitions, protect company value, and support your long-term financial and personal goals.
- Exit strategies tailored to you
- Guidance with business valuation and sale process
- Smooth ownership transitions
- Align financial and family goals
Estate Planning Solutions
Our estate planning services help define how your wealth is transferred, ensuring assets are protected, philanthropic wishes are fulfilled, and your legacy is preserved for future generations.
- Legacy-focused strategies
- Asset transfer planning
- Philanthropic giving guidance
- Trusted family support
Retirement Planning
We help you navigate the complexities of retirement, from managing tax-deferred balances to income distribution strategies, ensuring financial security and peace of mind in your retirement years.
- Tax-efficient retirement strategies
- Savings vs. spending guidance
- Investment portfolio management
- Lifetime income planning
Athlete’s Financial Playbook
Athletes need more than short-term wins, they need strategies to protect and grow wealth. Our playbook ensures earnings are maximized, safeguarded, and invested for lasting financial success.
- Protect high-value earnings
- Customized athlete strategies
- Long-term financial security
- Guidance through career shifts
Capital Gains Strategies
We assist in planning for 1031 Exchanges and Delaware Statutory Trusts, helping business owners and investors defer capital gains taxes while maximizing reinvestment opportunities and reducing management burdens.
- Defer capital gains taxes
- Leverage 1031 Exchanges
- DST investment opportunities
- Tax-smart reinvestment plans
Meet Our Team
Your Legacy Starts Here
Don’t leave your future to chance. Whether planning retirement, securing your business, or leaving a lasting legacy, Weston Banks is here to guide you step by step.
