Wealth Partners Financial Services

About

Wealth Partners is a premier independant financial services firm

Story

Jared Fredric Thompson, the principal of Wealth Partners, began his vocation as a registered adviser back in the Rocky Mountains with a large career firm. After a few years it became clear that the best way to correctly service the members of his practice was to offer them unbiased, non-commissionable strategies and financial instruments.

So Jared created a small consulting firm that offered custom-tailored advice and services to his clients. As other independent advisers observed the great results of his pleased clients, Jared offered to educate and service the clients of these colleages in his niche areas as well. Over the last decade Jared has "partnered" with some of the best professionals in the industry to better meet all the financial wants and needs of those he works with.

Today Wealth Partners approaches each current and potential client with understanding, education, and solutions that are in their best interest.

Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC
Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor
130 Springside Drive; Suite 300 Akron, OH 44333-2431 * 1-800-765-5201
Wealth Partners is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.