We Are Client Focused

Wealth Partners Inc. is an independent wealth management firm who shares a deep conviction in the interdependence of values and wealth. We believe managing that interdependence with knowledge and wisdom delivers benefits for individuals, companies, and society. We work on a very personal and collaborative basis with our clients to understand their complete life circumstances. We integrate that understanding into a customized plan, tailored for the full range of our clients' wealth needs. Our process takes a holistic perspective, integrating our clients’ personal values and life experiences with sustainability research, and rigorous financial analysis to deliver unique, comprehensive wealth management solutions. From the way we have structured our business, to the way we manage portfolios and the investment philosophy we follow, our approach is designed to ensure that servicing clients is our main focus. Our mission is to advise through education. We want to help simplify and organize our client’s lives for today and the future.

Mark Thompson

Founder
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Sandy Cooper

Executive Assistant
View Full Bio & Background Here

We Are Independent

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.

We Are Efficient

Wealth Partners outsources client custodial services to Fidelity Investments. Investment services and products are offered through Parkland Securities, LLC, Member FINRA/SIPC.

We Are Experienced

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.


Securities offered through Parkland Securities, LLC. A registered broker/dealer. Member FINRA & SIPC.
Fee based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.