Planning is Paramount Grow. Guide. Guard. Traverse is Family Confident Investing
 

Passion drives Success

We love what we do. We have created a firm that we believe serves all the needs of our clients and puts their interests first. We know it’s scary to take on the task of mapping out the rest of your life and then staying on top of that project every day. Our philosophy, values and mission take the mystery out of this process and guide you every step of the way.

Traverse Partners is an independent registered investment advisor. We built a team around 3 important components of wealth management. Comprehensive financial planning is the beginning. Disciplined investment design is next. Finally, we offer a world-class technology platform, accessible anywhere in the world, to bring the two together and keep everything up to date in real-time. Our objective for every client is to create a strategy that is achievable, educate them and improve the quality of life by reducing stress. Give us a call and learn for yourself why so many others trust Traverse Partners for their wealth management needs.

Contact Us
 

Helpful Content

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Social Security: What’s Changing in 2016?

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Building Your Legacy

A four-step framework for building a personal legacy.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Saving for College 101

Here’s a crash course on saving for college.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Surprises

Making the most of surprises is a great reason to work with us.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos arrow