FAMILY WEALTH PARTNERS LLC
WESTON, FLORIDA

FAMILY WEALTH PARTNERS LLC, WESTON

Family Wealth Partners offers "total concept financial services." It is this unique ability to provide the services of many from one familiar face that has led to the success that we share today. This Many of our clients have trusted, long-term advisors, such as accountants and attorneys. At Family Wealth Partners, we do not  to give your financial situation a more complete, deeper meaning to you now and in the future. We are right in the middle with you, offering invaluable guidance, because, quite frankly, "You don't know what you don't know." In working with successful families and business owners for over 40 years, we have learned how to help our clients deal with competing priorities and balance short-term needs with long-range goals.  Our clients are a select group of intelligent, socially conscious individuals with strong family values who want to enjoy their lives.  Our company philosophy is to put the client first, and do whatever is necessary to get their financial affairs in order.  We believe in partnerships based on trust and absolute integrity. Our clients are our partners and captains of the ship.  Without help, navigating the financial seas can be challenging.  We are there with you, side by side, as you succeed and attain  This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, KS, MA, NC, NJ, NY, OH, OR, SC, TN, TX, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, KS, MA, NC, NJ, NY, OH, OR, SC, TN, TX, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member

KEY FACTS ABOUT FAMILY WEALTH PARTNERS LLC

Company name
FAMILY WEALTH PARTNERS LLC
Status
Active
Filed Number
L08000111989
FEI Number
263932433
Date of Incorporation
December 8, 2008
Age - 16 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://familywealthpartners.com
Phones
(954) 335-4030
(888) 580-3467
(877) 335-2544

FAMILY WEALTH PARTNERS LLC NEAR ME

Principal Address
2200 NORTH COMMERCE PARKWAY,
WESTON,
FL,
33326,
US

See Also

Officers and Directors

The FAMILY WEALTH PARTNERS LLC managed by the one person from WESTON on following positions: MGRS

Richard J Grund

Position
MGRS Active
From
WESTON, 33326





Registered Agent is SPIEGEL & UTRERA, P.A.

Address
1840 SW 22ND ST., MIAMI, FL, 33145

Annual Reports

2024
March 19, 2024
2023
January 28, 2023