Family Wealth Planning Partners
Investment Details
Investor Type
Family Office
Asset Class Focus
Fixed Income (Debt and Bonds), Real Estate, Private Equity, Venture Capital
Stage Focus
Seed, Early Stage, Series A, Series B, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Transportation
- Consumer Services
- Basic Materials
- Financials
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 2018
Family Wealth Planning Partners is a Louisville-based financial planning firm specializing in retirement planning and investment advisory services. They focus on helping individuals at or near retirement create comprehensive plans to grow, preserve, and transfer their wealth. Their approach emphasizes education, ensuring clients understand the reasons behind their financial decisions and investments.
The firm's process involves listening to clients' values, needs, and goals, planning personalized financial strategies, implementing actionable steps, and regularly reviewing and adjusting plans to adapt to clients' changing needs. They offer services such as financial planning, retirement planning, tax management, college planning, legacy planning, and insurance.
With over $313 million in assets under management, Family Wealth Planning Partners has multiple offices, including their headquarters at 9200 Shelbyville Road, Suite 103, Louisville, KY 40222. They are committed to providing personalized financial guidance to help clients achieve their financial goals and secure their financial future.
Contact
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Mentioned In
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$24.95
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