Distinctive &
Personal

Unlocking new possibilities for managing your wealth.

“Excellence is doing ordinary things extraordinarily well.”

John W. Gardner

American educator

Our clients rely on our personal care and responsiveness. At &Partners, we enhance their experiences with keener insights, leading technology and a honed focus on their needs.

That’s advice done well.

Our Story

Guiding families and business owners’ financial goals with personalized strategies for building wealth and legacy.

INSPIRED ADVICE

Experiencing Compton Wealth

It’s a pleasure and a privilege to work closely with people to help them realize their goals and dreams. Whether you are building wealth, expanding your sources of capital or identifying your legacy needs, we work closely with you to create a comprehensive goals-based plan that taps into possibilities and identifies opportunities.

Deep Understanding

I’m naturally curious and an attentive listener. Together, we explore your current circumstances, future aspirations and concerns. These rich insights guide our comprehensive planning process.

Robust
Planning

My extensive experience affirms the value of my meticulous approach to financial planning and wealth management. Working closely together, we examine various options and considerations to create a tailored financial plan that aligns with your goals and lifestyle, yet can flex to meet changing needs.

Elevated
Insights

At &Partners, our capabilities are greatly enhanced by a team that is equally committed to responsive, personalized services and solutions. We have access to an on-call concierge investment team with a wealth of investment experience and financial planning talents.

Learn more about Compton Wealth and our team.

Core competencies

Tailored planning strategies
Customized investment portfolio solutions
Investment research and market insights
Curated experiences to enrich knowledge and connections

Specialized competencies

Retirement planning
Discretionary portfolio management
Alternative investment solutions
Multi-generational planning for families

Client Resources

News & Insights

Navigating this year’s markets through optimal diversification

Learn about the importance of balanced exposure to the Magnificent Seven and explore our collaborative approach to market forecasting.

Download now

Steering through volatile markets and changing interest rate expectations

Read how to insulate portfolios from market dislocations and identify less-obvious investments in mega-themes. Plus insights on how elections impact markets.