Operating as a fully independent firm our interests are aligned with our clients. We are not owned by or affiliated with any financial entity such as a brokerage firm, investment bank, or money manager. This insures straight forward unbiased investment advice, where your wellbeing is the primary concern.
Wealth Partners outsources client custodial services to Fidelity Investments. Investment services and products are offered through Parkland Securities, LLC, Member FINRA/SIPC.
Mark Thompson has been advising clients on investing since 1977. Over 37 years of investment experience through multiple market cycles has given Mark the education he utilizes to provide comprehensive solutions to meet the ever changing financial landscape.