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
How to Make 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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Rightsizing for Retirement
What does your home really cost?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
A look inside the U.S. government's statistics on household net worth.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Would you guess that Millennials are effectively saving for retirement? Well, they are.