Grow, guide, and guard your wealth.
Personal Attention. Global Reach.
Traverse Partners is a full service financial planning firm committed to providing objective, comprehensive, and effective leadership to our clients. We offer a complete line of global services to help you grow, guide and guard your wealth. Principals at Traverse Partners have been chosen by Charlotte Magazine as "Best in Client Satisfaction Wealth Managers in the Charlotte Area: for the past 4 years. The Five Star Wealth Managers Award* represents wealth managers who scored highest in client satisfaction.
Your Success. Our Motivation.
Advisors are obligated to do what's suitable for their clients. But since when has "suitable" been a measure of excellence? With Traverse Partners, you not only get an independent advisor, you get a team of independent advisors acting solely in your best interest. Our planning process leverages the expertise and experience of our licensed professionals. Traverse Partners monitors your money, the daily effects of market change, and takes action with uncompromised objectivity. When our clients achieve their goals, we all succeed.
Your Plan. Anytime.
Keeping up with changes in the financial marketplace requires the latest research and technological tools. Traverse technology tracks your financial content across multiple market conditions - in real time. And because our technology seamlessly integrates with your personal comprehensive dashboard, your financial snapshot is designed to be accurate and up to date.
New Ideas. Proven.
Traverse Partners offers Charles Schwab Institutional for custodial and trading services. As one of the largest and strongest financial services company in the industry. Charles Schwab has been a leading custodian for more than 35 years.
We are different. Traverse is a non-traditional firm with fundamental differences in our structure, strategy and integration. If you are looking for a partner that is always engaged, continously tracking and actively involved in growing and protecting your money, consider us.