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
Why We’re Cautious Near Term and Constructive Longer Term. The Key Is Rates.
As we near year-end, we are cautious about S&P 500 returns in the near term. Our S&P 500 targets for year-end 2023 and mid- to late-year 2024 remain the same at 4,500 and 4,800 to 5,000, respectively. Clearly, these are relatively constructive figures. Our...
Stock Market or Market of Stocks?
Over my 40+ years of being involved in the business of professional investment practice, I have been blessed by being in the United States. Since coming into this business as a young man, I have witnessed good and bad times, but the good experiences outnumber the...
It’s A Mad, Mad World… So Mad That We Are Still Outrageously Neutral
“It would be so nice if something made sense for a change.”—Lewis Carroll, “Alice in Wonderland” August didn’t begin so well, as the S&P 500 pulled back about 4.5% through the first three weeks of the month, but it rallied in the final few days to make for a “much...
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.
