(Formerly Merrill Lynch)
Patrick Joined Wealth Partners Alliance in 2020. Patrick joined to gain more flexiblity in his practice and to be able to take advantage of the independent positioning of WPA. Social media, custom marketing programs and dynamic, state-of-the-art practice management tools were important to Patrick. The flexibility of independence allows him to take advantage of things that were not available to him at his prior firm. Since joining WPA, Patrick has grown his team, is expanding his client based and has partnered with other WPA partners to expand his practice into areas he had not taken advantage of before. Patrick is a super passionate advisor and has enjoyed the ability to deploy more access and technologies to provide a more customized and efficient service model to his clients.
Visit Patrick at Fontana Financial Planning
Wealth Partners Alliance, LLC (“WPA”) is an independent wealth management organization founded by Financial Advisors and built for Financial Advisors to leverage technology, resources, and strategic partnerships in order to help deliver superior client service and financial outcomes.
As an independent practice, we provide Financial Advisors with quality wealth platform and practice management tools to deliver optimal results and experiences.
WPA has set out to develop a business framework for Advisors to distinguish themselves through independent thinking, transparency, and discretion on behalf of their clients.
Founded by like-minded Financial Advisors with over 100 years combined experience at some of the world’s largest banks and wealth management firms, the Founding Partners agree that each client relationship is unique to the Advisor and forged with shared core values of trust and compassion.
WPA was created on the premise that successful Advisors are those that have the necessary tools, resources and networks at their disposal to diagnose and solve for client’s complex and challenging needs.
Our value proposition is to provide that of an enhanced culture and a holistic wealth management company led by Advisors on behalf of Advisors, allowing them to do their job independently through a network of shared resources.
For more information on joining out team please reach out to us at: WPA@wealthpartnersalliance.com