You should be celebrating your wealth, not stressing over it.
Managing your personal finances and investments is complex.
Who or what depends on you to get it right?
Branch Partners helps families and individuals sift through the noise to develop a clear, intelligent and customized financial strategy that fits their unique set of goals and objectives. We provide the clarity and tools to allow our clients to celebrate their wealth.
Celebrating your wealth should not be hard and, at Branch Partners,
we make it simple. One wealth team. All in-house.
Wealth Management
Investment Management
Tax Planning & Preparation
Trust Services
Insurance
Retirement Planning Services
Read Our Most Recent Insights
Looking for a Melt-Up, a Meltdown, or Just a Solid Year? We Like Door No. 3!
“We’re runnin’ outta timeSo, tonight we’re gonna party like it’s 1999.” – Lyrics from Prince’s song and album of the same name, “1999” The inspiration for famous singer Prince in producing his hit song “1999” emanated from a documentary he saw about Nostradamus, a...
Can the 2023 “Goldilocks” Economy Continue in 2024?
The numbers are in—no more guessing about growth levels or inflation rates for 2023. That is all in the rearview mirror (not counting upcoming adjustments to historical gross domestic product (GDP) growth rates). Many are suggesting the U.S. economy is experiencing a...
Solid Results and Finish to 2023. Back to Normal Is Our Theme for 2024.
Our theme for the equity market as we approached 2023 was: 2023 is likely to be the inverse of 2022. We’re deeply gratified that this became reality. Unlike many, we expected solid results for stocks this past year, and that is exactly what investors got. This cheer...
Corporate Executive Services
As a corporate executive, you have a lot on your plate. At Branch Partners, we provide support for your personal finances so you are free to focus on your business, your employees and your family.
