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
The “Center Stage” Question: To Cut or Not to Cut? Market Implications
The current market set-up and drama surrounding the Federal Reserve (the Fed) is center stage right now and about as Shakespearean as it gets. In this unfolding monetary policy play, Fed Chairman Jerome Powell is seemingly cast in the role of Hamlet. Taking some...
Federal Reserve Sovereignty – An Important Issue
On July 16, capital markets went through a period of whipsaw trading as speculation emerged that President Donald Trump might “fire” Federal Reserve Chairman Jerome Powell. Later that day, the president stated he wasn’t going to remove Powell unless he found “cause.”...
Sprinting Into the Locker Room at Half-Time! Is this Real or Fear of Missing Out?
No doubt about it, the market is exhibiting some mojo as we close out the first half of 2025. The S&P 500 had an outstanding June, with a total return of roughly 5% for the month. This was on the heels of a more than 6% total return in May, which made for one of...
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.
