Brent Shaw, Co-FounderEsteem Wealth Partners is at the forefront of addressing this need for executives, business owners, and medical professionals with a seasoned team possessing an extensive understanding of market intricacies.
We structure everything to the client’s plans and perform analysis in relation to their goals. Once they recognize their alignment with the desired financial outcomes, we motivate them to strengthen their future by making well-informed decisions today
Esteem Wealth Partners is a financial planning and investment management firm that helps clients reach their financial, lifestyle, and overall life goals. The firm is committed to always acting in its client’s best interest. Furthermore, it uses a goals-based developmental approach and provides a comprehensive planning process to create a robust financial strategy.
Following a core tenet, Esteem Wealth Partners maintains that the best financial outcomes are achieved through the synchronization of an individual’s goals, financial situation, and lifestyle choices. Its team works toward this mission by beginning every client engagement with a discovery meeting, a goal and income analysis, a lifestyle plan, and a strategy development. Once the client’s needs are effectively analyzed and a plan is generated, it begins implementation and optimizes a customer’s strategy and financial asset management.
“We structure everything to the client’s plans and perform analysis in relation to their goals. Once they recognize their alignment with the desired financial outcomes, we motivate them to strengthen their future by making well-informed decisions today,” says Brent Shaw, Co-Founder, Esteem Wealth Partners.
For its healthcare clients, Esteem Wealth Partners provides planning for the three unique stages of their career; getting started, establishing and growing, and planning an exit or the next phase of the journey. This expertise extends into the healthcare sector’s complex division of for-profit and non-profit entities, which are pivotal in the delivery of retirement plans like 401(k), 403(b), 401(a), and 457(b).
Esteem Wealth Partners helps physicians strengthen their entry into the care profession—during a residency or fellowship—by providing answers to prevalent challenges such as guidance on managing debt while protecting future income potential and maintaining sight of their long-term goals. In the accumulation years, it creates a plan to help protect assets utilizing tax-efficient strategies and efficiently structured insurance planning, while pursuing asset growth with a diversified portfolio that seeks to deliver optimal returns based on a client’s risk level.
Today, Esteem Wealth Partners’ clientele spans over 400 medical specialists across the U.S. and CEOs at prominent national organizations. It attributes this success to its team of 15 seasoned professionals, including eight Certified Financial Planners™, with a cumulative experience of 159+ years. Planning for a bright future driven by optimal results and financial stability, Esteem Wealth Partners aspires to continue offering services that add value to the lives of C-suites, company owners, and medical professionals.
To learn more about Esteem Wealth Partners and view disclosures, please visit esteemwealthpartners.com
