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
Outstanding First Half. Do We See a Market Upswing or a Fade During the Rest of 2023?
“Extraordinary magic follows you aroundand the camera can’t catch it,you won’t see it in the mirrorbut I see it, I see it…I see extraordinary magic in you.”—Lyric from “Extraordinary Magic” Nasdaq & S&P 500 Advance It’s very hard to come up with a phrase to...
Market Review: Time to Look on the Bright Side?
When you’re chewing on life’s gristle, don’t grumble, give a whistle and … always look on the bright side of life. — Lyrics from “Always Look on the Bright Side of Life” from the film “Life of Brian” Taking a look back at May market activity, the S&P 500 extended...
Stuck in Neutral: Our “Hold Your Ground” Message Plays On
You’ve got yourself stuck in a moment, And now you can’t get out of it.— Chorus from a U2 song Not much has changed in the last six months, going all the way back to November 2022. Since then, the S&P 500 has traded in a relatively tight range of somewhere between...
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.
