Investments and Financial Planning
A Failure to Plan is a Plan to Fail
Managing Director and Chief Investment Officer
[click here for my bio]
Welcome to Senior Partners
Senior Partners was founded to provide comprehensive private wealth management services through four disciplines: estate, insurance, investment, and tax. Many of our clients are business owners and mature investors, and we understand their unique challenges. In addition to the investments available through other brokerage firms, we also offer innovative securities such as real estate investment trusts, business development companies, private equity investments, oil and gas drilling and royalty programs, alternative energy funds, secured notes, collateralized debentures, and other direct participation programs.
Our approach to investing seeks to generate stabilized returns with above average income and an eye toward tax efficiency, while layering with multiple risk classes to reduce the impact of downturns in specific sectors. We believe that our clients' portfolios should match their risk tolerance and investment objectives. No portfolio will be flawless, but there is more to investing than just stocks, bonds, mutual funds, and annuities. Come see the difference at Senior Partners.