About Us
Wealth Strategist Partners' goal is to generate long-term, measurable value creation for each client.
Wealth Strategist Partners, LLC manages over $1.2 billion in total assets for some of the nation’s wealthiest families and individuals.
WSP evolved out of a single family office, which originated from the sale of a family-controlled business in 1985. Our founding CIOs are members of that family.
For more than 15 years, they have managed virtually all of their family’s financial assets, and still do. Over time, they have also put their expertise to work for select additional families. Now, the family’s assets account for a modest proportion of WSP’s total assets under management.
WSP is single-minded in its focus on private, taxable investors and their related entities. We live the experience of managing wealth in families: our expertise is investing; our approach is holistic and strategic.
WSP is owned entirely by the partners of the firm.
WSP’s investment strategies, like all investment strategies, involve the risk of loss. Past performance is not indicative of future results.