Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose
Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to their values.
Partridge Wealth, a fee-only fiduciary affiliated with LexAurum Advisors, delivers a range of financial services tailored to help values-driven clients achieve their financial goals so they can pursue their life’s purpose. The firm offers integrated services to review existing finances, assess risks, and provide customized portfolios, estate planning, life insurance, and trusts.
Latest Fintech News: JM Financial Enters into a Strategic Collaboration with Google Cloud
To align the firm’s services around clients’ needs, advisors start with the client as an individual and their “why” to craft tailored solutions that align with their goals. By constructing financial plans and investment portfolios that accurately reflect those values and principles, they seek to empower clients to live their lives with purpose, becoming the change they wish to see in the world.
Latest Fintech News: Uphold To Launch New Fiat-to-Crypto On Ramp
“We believe that wealth is about more than money,” said Wade Partridge, Founder and President. “It is a tool that can help individuals make an impact on the world around them. With this in mind, we are dedicated to helping our clients achieve their financial goals while staying true to their values.”
Partridge Wealth’s values-driven approach to wealth management sets them apart from other firms in the industry as well as their pledge to serve the community by donating 10% of their net fees to local non-profit organizations.
Latest Fintech News: Cedar Point Federal Credit Union Selects Q2 to Deliver a Modernized Digital Banking Experience
[To share your insights with us, please write to sghosh@martechseries.com]
