About Us

Our objective is to help you achieve financial security in a complex and constantly changing world. We design programs to help you achieve what is important to you.

We begin with a thorough audit of your present financial situation so you can see where you stand. We listen for a thorough understanding of exactly what your objectives are for you, your family and your business. Only then do we begin to design a program specifically for you.

Successful people are often simply too busy to coordinate all of their assets into a systematic program. Their insurance, investments estate analysis, college education planning, retirement planning and asset allocation are normally handled by a variety of financial services professionals who work independently.

Our goal is to help you to achieve your financial objective. We pledge our knowledge, resources and dedication to integrity in all we do.

Our Mission

Wealth Management Partners attracts quality individuals and businesses by providing exceptional wealth accumulation and preservation strategies and distribution products. We attract and support from among the highest caliber career professionals by building our organization around solid values, guiding principles, strong work ethic, and through a professional and dynamic work environment.

Through our creative systems we have aligned a diverse team of professionals and product specialists. Additionally, a number of our professionals have strong backgrounds in legal and tax matters, which enhances the perspective we bring to our clients.**

Our organization’s structure has also been developed with entrepreneurial-minded people who are committed to being in business for themselves but not by themselves.

The MassMutual Financial Group

The MassMutual Financial Group® is a global, growth oriented, diversified financial services organization comprised of member companies with $325 billion in assets under management as of December 31, 2004. Our family of companies serves the needs of over ten million clients by providing a broad-based portfolio of financial products and services, including: life insurance, annuities, disability income insurance, retirement planning products, long-term care insurance, mutual funds*, structured settlement annuities, money management, and other trust services.

The MassMutual Financial Group is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual), and its affiliates, which include: OppenheimerFunds, Inc., a mutual fund company; David L. Babson and Company Inc., a full-service investment advisory company; Cornerstone Real Estate Advisers, Inc., a registered real estate investment adviser; MassMutual International, Inc., which has operations in Argentina, Bermuda, Chile, Hong Kong, Japan, Macao, Taiwan and Luxembourg; MML Investors Services, Inc., a broker-dealer organization offering a wide array of investment* products and services ; The MassMutual Trust Company, FSB, providing a full range of fiduciary services; Antares Capital Corporation, a commercial finance company; and MML Bay State Life Insurance Company and C.M. Life Insurance Company, subsidiaries providing variable life insurance* and other insurance and annuity products. MassMutual Financial Group has more than 1,800 sales offices across the United States. MassMutual’s headquarters are in Springfield, Massachusetts, and its Web site is at www.massmutual.com.

MassMutual representatives are professionals who match client needs to a diverse array of products, including life insurance, annuities, disability income insurance, long-term care insurance, retirement planning products, mutual funds*, and money management. Through registered representatives of MML Investors Services, Inc., our broker/dealer subsidiary, our registered representatives can choose investment products from a wide variety of companies including OppenheimerFunds, Inc. The MassMutual Trust Company, FSB, enables our representatives to provide clients with a full range of fiduciary services.