Our Mission. Your Goals.
Our first priority is helping you prepare yourself and your family for the future. We offer complimentary financial reviews to learn more about your personal situation, identify goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our partnership.
We’ll work together to craft a plan for your financial goals and dreams.
Our Approach
We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.
Our Services
Retirement
Through our comprehensive approach, we'll develop customized retirement strategies that address your individual needs and goals.
Lifestyle
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.
Estate
No one likes being unprepared. An effective estate plan can ensure your loved ones are taken care of, even after you’re gone.
Ready for the next step?
We believe knowledge leads to independence. Together, we'll leverage your goals with financial strategies to ensure you're in the driver's seat for years to come.
What Our Clients Have to Say
“The utmost confidence”
Been banking with Partners since 1985 and love it. Went to the location at the Team Disney building today to meet with our new Financial Planner, Kelly Erickson. Kelly was wonderful. Very professional, friendly, and knowledgeable. She explained every option available to us in detail, and we left there with the utmost confidence our money is where it should be.
(02/22/24)
“Intelligent, knowledgeable, professional”
My banking experience with Partners started over 30 years ago. My immediate impressions of Steven were: He is intelligent, knowledgeable, and professionally friendly. For me that is a rare combination to find in any advisor. He is a very good listener, is prompt, and is willing to share his investment experiences in “user friendly” terms. I recommend Steven Lee because he has proven to me since he has been my Wealth Management Advisor that I can trust him with my investments (retirement and non-retirement).
(03/04/24)
These statements are testimonials by clients of the financial professionals. These clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials.