About Family Wealth Partners
35 Years of Trusted Financial Guidance
Our Story: Built on Trust and a Passion for Stewardship
In 1990, Tom started this business with a simple goal: to help people navigate their financial lives with clarity and purpose. Over the years, what began as a solo effort grew into something much larger.
After refining the approach and structure for over a decade, Family Wealth Partners officially took root in 2003, bringing together a team of financial professionals. From our home base in Matthews, NC, we now serve families, business owners, and executives across the country.
Our mission has always been to make financial planning approachable and meaningful. Managing wealth can be stressful, but it doesn’t have to be. With a combination of proven strategies and a genuine care for our clients, we aim to lighten the load and provide the tools needed for success.
The Family Wealth Partners Team
Our team is dedicated to simplifying the complexities of wealth management while building lasting relationships. With decades of experience, we prioritize listening, understanding your goals, and providing clear, values-based guidance. From financial planning to investment management and stewardship coaching, we’re here to help you gain confidence and peace of mind. At Family Wealth Partners, financial planning is about more than numbers—it’s about trust and helping you focus on what matters most.
Balancing all the moving pieces of wealth—income, investments, taxes, and spending—can feel overwhelming. Business owners often find it difficult to separate personal and business finances, while corporate executives struggle to make time for their own planning amidst demanding schedules. For high-income families, it can feel like money is slipping through the cracks, even with good intentions.
This kind of financial strain doesn’t just affect bank accounts; it can create tension, limit opportunities, and leave important goals unfulfilled.
What Makes Financial Planning So Challenging?
Why People Turn to Family Wealth Partners
When it comes to finding the right financial partner, people want more than just spreadsheets and projections—they need someone who listens, simplifies the process, and offers real solutions. That’s where we come in.
At Family Wealth Partners, our approach is designed to make your financial life easier:
Values-Based Financial Planning: Align your finances with what matters most.
Investment Coaching: Navigate the markets with a focus on long-term growth.
Stewardship Coaching: Build strong financial habits that last a lifetime.
We also provide tools like integrated dashboards, helping you see your entire financial picture—personal and professional—at a glance. It’s all about clarity, simplicity, and accountability.
The Results That Matter
Clients often tell us they feel a weight lifted after working with us. With clear cash flow tracking, a solid investment strategy, and thoughtful financial planning, you’ll know exactly where your money is going and how it’s working toward your goals.
Here’s what you can expect when partnering with Family Wealth Partners:
A clearer picture of how your finances work together.
Confidence in investments that reflect your values and priorities.
Peace of mind, knowing you have a plan for the future.
Time and energy to focus on what matters most to you.
For over 35 years, we’ve worked to build relationships that last. Our team takes the time to understand your unique situation and create solutions that fit. We know that managing wealth can feel complex, but with the right guidance, it doesn’t have to be.
If you’re ready to simplify your finances and build a plan that truly serves your goals, reach out to Family Wealth Partners today. Let’s make managing wealth something you can feel good about.