The &Partners Advantage
We are proudly partnered with &Partners, a wealth management firm with industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.
&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 a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries. &Partners provides:
- A shared philosophical alignment to put your needs at the forefront of everything we do
- Broker-dealer platform from which we deliver services and abide by standard regulatory requirements
- A robust investment and banking platform, including safekeeping services by industry giants like Fidelity
- Strong operational platform to support our work with you from transitioning assets to traditional transactional needs and reporting on through to compliance
- An experienced, on-call investment team to support the growing needs of our clients to customize their solutions
The &Partner Team
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CEO
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Co-President
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Partner
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COO
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CFO
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Partner
Prioritizing Your Needs
Through our affiliation with &Partners, we share in the alignment to prioritize client needs and help secure a freedom of ownership that allows us to bring our best to you – unbiased. The &Partners team provides a robust, stable platform across investing, planning, compliance, and technology to support our business. An additional bonus is that the &Partners team of seasoned professionals, such as concierge investment team, are available and accessible to help enhance our insights and our responsiveness.
Fidelity
Your money and investments are safely held at Fidelity’s NFS*, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). Heritage Lake Advisors, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.
Investment and trading platform
- Investing
- Trading
- Reporting & Custody
Concierge services
- Investment and portfolio strategies
- Financial planning
Business support services
- Compliance
- Operations
- Service support
- Marketing
Technology platform
- Business technology
- FinTech solutions (planning, tax, other tools)
*Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) is our primary custodian where your assets are held for safekeeping
