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
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What’s the deal with your yearly free credit report?
Here’s a guide to explain all the parts of Medicare.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Knowing the rules may help you decide when to start benefits.
In the face of divorce, making changes to insurance coverage may be overlooked.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
Here’s a crash course on saving for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
The market is as unpredictable as the weather. We’d love to help you prepare.