“Successful investing is about managing risk, not avoiding it.”
Benjamin Graham
Investor and researcher
That’s the power of the &: helping people achieve their goals & inspiring greater happiness.
From the initial meeting, individuals and families know I have their best interests at heart and will guide them with honesty and integrity.
Our Story
Wise financial guidance with a human touch.
Specialized Advice
Experiencing
Teagle Wealth
It’s an honor to be integrated into people’s lives and to be able to help enhance their capacity to realize their potential. I dedicate the necessary time and attention to understand their needs and goals, so I can build a customized plan suited to achieve their objectives.
Personalized Approach
I enjoy learning about people—what makes them tick, their likes and dislikes, what visions they have of the future, and what goals they want to achieve. Those insights inform the creation of a plan that is tailored to their life and lifestyle.
Targeted
Solutions
At &Partners, we have the freedom and flexibility to broaden our range of capabilities and investment solutions. Having access to a concierge investment team allows us to tailor investment strategies designed to meet your short- and long-term goals.
Care &
Understanding
Your goals are our mission, and your trust is our most valued asset. Our approach is characterized by empathy and care to help our clients understand that their best interests are always our priority.
Learn more about Teagle Wealth and our team.
&Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning. Our unwavering focus to put clients first and realize the opportunity to change lives for the better affirms the power of alignment.
Core competencies
- Personalized financial planning
- Wealth creation consulting
- Investment management
- Asset management
Specialized competencies
- Estate and legacy planning strategies
- College planning
- Retirement planning
Client Resources
News & Insights
We want to hear from you. Connect with Teagle Wealth.
