Who We Are
At Miser Wealth Partners, LLC, our focus is on you. Your life. Your goals. Your aspirations.
Getting to know you is job one! If we don't fully examine and ask probing questions that cause you to think and trigger emotion, we are not succeeding at identifying your goals and needs. Our focus is to get to the center of your concerns, discuss them in a professional manner, and engage you in situational planning scenarios that together identify the proper path forward to achieving your desired ending.
We focus on four quadrants that we feel are often disconnected in most people's lives and bring them together so that you can see a concise picture of your priorities. When this occurs, you will see a new dimension of clarity and feel confident about your decisions and how you want to execute your plans going forward.
This process will be different from any other advisory meeting you have ever attended. The focus isn't on your investments, your insurance holdings, your money-- The focus is on YOU.