About
&Partners
Advice done well. Ownership done right.
We set out to build a new kind of wealth management firm, designed by experienced leaders who believed the industry needed something better. A model where advisors have true ownership and clients get the attention they deserve.
At &Partners, advisors are owners. Together, they make up our largest shareholder group, shaping not only their own practices but the future of the firm itself.
Our advisors are equipped with institutional-caliber research, a robust investment platform, and the freedom to serve clients their way — with dynamic solutions and a human touch.
The “&” in our name is the link between clients and advisors. It’s the path that leads from where you are — to what’s possible.
That’s the power of &.
At &Partners, we’re creating the firm we’ve always envisioned — one where advisors and their clients come before everything else. We are committed to the opportunity to build something better with people we know and respect.
David Kowach
Founding Partner, CEO
Dedication
&Partners is committed to impeccable service and support.
That means enhanced client experiences and greater efficiency.
Focus
We focus on one thing at &Partners: delivering financial advice in the best way possible.
That means we are constantly building better.
Opportunity
We know robust planning can reveal new opportunities.
That means we emphasize sharing great ideas and well-proven practices to address client needs.
Investment acumen
Advisors at &Partners are supported by tenured investment professionals and a concierge CIO.
That means finely tailored solutions.
Wealth is the ability to fully experience life.
Henry David Thoreau
Our Approach
At &Partners we are:
01
Listeners
We listen first because we believe that the best solves often live outside the box. Our aim is to create distinctive solutions that truly reflect each client’s unique goals and objectives.
02
Collaborators
The “and” is intentional and underscores our commitment to partner with the best — from investment management to technology to clearing.
03
Pioneers
We envision possibilities and we’re not attached to the status quo. We are elevating financial advice to a higher level and our work has just begun.
04
Practitioners
Our foundation is based on decades of shared experience. Our inspiration comes from being built, owned and operated by people who know great advice comes from great advisors.
LEADERSHIP
Meet our leaders
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