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
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
It sounds simple, but paying yourself first can really pay off.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Calculating your potential Social Security benefit is a three-step process.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When do you need a will? The answer is easy: Right Now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.