Welcome to ProPartners Wealth

Let us be the driving force behind your financial journey.

Since 2000, ProPartners Wealth has applied our experience and expertise to develop executive and financial services tailored to the unique needs of veterinarians, farmers, and business owners. While you focus on maintaining your business, we navigate all of the financial loose ends, from financial planning* and budgeting cash flow, to retirement planning, investment managing*, buy-sell agreements and succession planning.

The work you put into creating wealth warrants a comprehensive partner in managing it. ProPartners Wealth uses The Ideal Destination Process® to serve, educate, and empower you so you can grow your legacy with confidence, achieving both business and financial goals.

*Offered through Wes and Steven's affiliation with Eagle Strategies LLC, a Registered Investment Advisor.

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Executive Services

Through Our Executive Services, we work with your professionals to offer you a customized package of services to fit your needs. We have dedicated our careers to understanding what these professionals do, so that we can make informed recommendations and guide communication among parties.

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Who We Work With

Business Owners

Your long list of unique challenges are not limited to taxes, liabilities, funding growth, and succession. Whatever is at the top of your list, we work to define & optimize solutions that best fits your unique situation.

Veterinarians

You face unique challenges when it comes to managing your finances. The importance of getting pertinent comprehensive advice and planning is a priority for us with our veterinarian clients and their family.

Farmers

Personal relationships and the farm operation are important to the success of multi-generational agribusinesses. Having a well thought-out and tested estate and succession plan are an essential piece to keeping the farm or ranch in the family and maintaining family harmony.

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July 03, 2020 @ 10:35 AM

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