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Wealth Partners

  • Investment Service
  • Cedarburg, WI

About this business

FinanceInvestment Service

We believe trust is never gained but always earned. Our approach is as unique as you are. We’re an independent financial firm who believes in serving you rather than selling you something. And we’re fiduciaries, meaning we are legally obligated to act in your best interest. Why do we approach serving you this way? Well, it’s simple. We believe that success is measured in more than just portfolio increase; we believe it’s measured in you. We create a financial plan built around your needs and your concerns. We provide you wi... read more

Location details

W62N582 Washington Avenue, Cedarburg, WI, 53012, United States

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 12:00 p.m.
5.05 reviews
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Brent Luckow's profile image
Brent Luckow 
5 years ago

Jared and his team are simply wonderful. They take the time to explain everything and when you have a question, they listen and they take the time to make sure they have the right answer. Amy is prompt at responding to emails. Would definitely recommend Wealth Partners for any financial planning needs 

Mark Katsoninski's profile image
Mark Katsoninski 
5 years ago

Knowledgeable staff. Very thorough and responsive 

Andy Smith-HOME's profile image
Andy Smith-HOME 
5 years ago

Professional, understated but elegant and comfortable. 

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Frequently asked questions about Wealth Partners

How is Wealth Partners rated?

Wealth Partners has a 5 star rating with 5 reviews. 

When is Wealth Partners open?

Wealth Partners is closed now. It will open on Monday at 8:00 a.m.