Up at night tossing and turning? Wondering whether your finances will afford you and your family a happy life? We help our clients ensure that they will, by helping them make a plan that works for them day in and day out, as their lives and the market change.
Your plan may include planning for any or all of the following, depending on your specific needs:
Retirement, Investments, Estate, Business Succession, Income Tax, Life Insurance, Long Term Care, and more...
Sounds complicated? It is! Which is why we do what we do.
We’re happy to help you. Have a look at our website and let us know if you’d like to become a man or woman with a plan. Plan smart. Live Happy.
To our existing clients, thank you! Thank you for trusting us for nearly 30 years, and for giving us the opportunity to help you live happy. We love working with you!
Private Wealth Financial Partners – We help define your future!
When you engage our services, you benefit from financial planning and personal service unparalleled in the industry. We take the time to fully understand you and your needs. Then we provide you with the information, advice and alternatives you need to make informed decisions about your financial future.
Our firm's philosophy - "Serve First, Last and Always℠" - was conceived over 60 years ago by legendary manager Stuart Smith and still drives our business today. Learn More
We can help take some of the mystery out of preparing for your financial future.
We offer insight and information for employers and employees.
Guidance that can help you understand and better define your financial goals.
Duncan co-founded Private Wealth Financial Partners in 2008. He has been in practice for nearly twenty years.
Ed co-founded Private Wealth Financial Partners in 2008 with Duncan Eng. Ed has built his practice on the principles of integrity, trust and understanding.
Joseph is a financial planner with Sagemark Consulting. A perpetual learner,Joseph educates himself on the ever‐changing laws and rules of the market in order to help his clients navigate their financial landscape. By listening to what...
Client Services Manager
Heather joined the firm in June 2017 with the goal of providing our clients with a concierge level of service in support of their financial planning needs. She works with clients on a number of different initiatives such as; managing...
Financial Planner Assistant
EJ Rusnak is our Financial Planner Assistant.
It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."