Partners Wealth Management

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Description

  • Partners Wealth Management, Inc. (PWM) is an independent wealth services firm dedicated to serving affluent clients by providing comprehensive, integrated planning and investment services. We act as advocates on behalf of individuals, families, and businesses who require highly specialized financial and advisory services.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Partners Wealth Management is a member firm of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Partners Wealth Management is not affiliated with Kestra IS, Kestra AS, or NFPISI.This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.
  • location

    Headquarters:1700 Park Street Suite 200, Naperville, Illinois, United States

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  • Partners Wealth Management phone

    Phone Number: +1 630-778-8088

  • Partners Wealth Management website

    Website: https://www.partnerswealth.com

  • Partners Wealth Management employees

    Employees:13

  • Partners Wealth Management revenue

    Revenue:$1 - 10M

  • Partners Wealth Management legal name

    Legal Name:Partners Wealth Management

  • Partners Wealth Management's Social Media

    Partners Wealth Management linkedin Partners Wealth Management facebook Partners Wealth Management twitter
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  • |  NAICS Code: 523930  |

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Person level website identification

Chief Operating Officer And Director Of Client Services for Partners Wealth Management

Frank Bonfiglio

Chief Operating Officer And Director Of Client Services

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View Employees

Frank Bonfiglio

Chief Operating Officer And Director Of Client Services

John Freiburger

Managing Partner And Founder

Joe Bonfiglio

Director Of Operations

Dan Sommers

Managing Director Of Client Experience

Annie Bonfiglio

Project Manager

Frequently Asked Questions regarding Partners Wealth Management

  • Where are Partners Wealth Management's Headquarters?

    Partners Wealth Management's Headquarters are in 1700 Park Street Suite 200,Naperville,Illinois,United States

  • What is Partners Wealth Management's phone number?

    Partners Wealth Management's phone number is +1 630-778-8088

  • What is Partners Wealth Management's official website?

    Partners Wealth Management's official website is https://www.partnerswealth.com

  • What is Partners Wealth Management's Revenue?

    Partners Wealth Management's revenue is $1 - 10M

  • What is Partners Wealth Management's NAICS code?

    Partners Wealth Management's NAICS code is 523930

  • How many employees are working in Partners Wealth Management

    Partners Wealth Management has 13 employees

  • What is Partners Wealth Management's Industry?

    Partners Wealth Management is in the industry of Financial Services

  • Who is Partners Wealth Management's Chief Operating Officer And Director Of Client Services?

    Partners Wealth Management's Chief Operating Officer And Director Of Client Services is Frank Bonfiglio

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