Our Approach to Investing
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.
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.