&Partners is a wealth management firm built by advisors for advisors. Our mission is to combine industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping our clients realize their financial goals.
&Partners is a dually registered Broker-Dealer and Investment Advisor. It is a wholly owned subsidiary of Ampersand Partners, LLC. The management team of &Partners is comprised of a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries.