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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 12pm

Wealth Partners Financial, LLC

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United States
Cedarburg, WI
Wealth Partners Financial, LLC

Cedarburg, WI-based company, offers independent fiduciary services and fee-only financial planning.

Jared Fredric Thompson, the principal of Wealth Partners, began his vocation as a registered adviser back in the Rocky Mountains with a large career firm. After a few years it became clear that the best way to correctly service the members of his practice was to offer them unbiased, non-commissionable strategies and financial instruments. So Jared created a small consulting firm that offered custom-tailored advice and services to his clients. As other independent advisers observed the great results of his pleased clients, Jared offered to educate and service the clients of these colleagues in his niche areas as well. Over the last decade Jared has partnered with some of the best professionals in the industry to better meet all the financial wants and needs of those he works with. Today Wealth Partners approaches each current and potential client with understanding, education, and solutions that are in their best interest. Investment advisory services offered through Mutual Advisors, LLC DBA Wealth Partners, a SEC registered investment adviser.

11/02/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

10/30/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

10/28/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

10/23/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

10/21/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

10/19/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

10/16/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

10/14/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

10/12/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

10/09/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

Address

11414 West Park Place, Suite 202
Cedarburg, WI
53224

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 12pm

Website

https://www.wealthpartnersfinancial.com/

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