OUR SERVICES.

DATA DRIVES DECISIONS

D3 Wealth Partners offers clients a robust suite of consultation, wealth management and home office services. Our financial advisors develop deep, personal relationships with our clients to better understand their needs and build strategies with investments, asset classes and solutions that align with and help to advance their long-term objectives.

FINANCIAL PLANNING

We strive to understand each client’s individual financial situation, needs, goals, and investing experience. We work with clients to create a written plan that informs their personalized investment and estate planning strategies.

Our goal is to help clients carefully evaluate their most important needs, understand their risk tolerance, and maintain their current lifestyles without sacrificing the attainability of their long-term objectives.

From wealth transfer and educating the next generation, to retirement planning and new business ventures, we focus on optimizing your wealth to help you realize your dreams.

CURRENT INCOME NEEDS AND PROJECTED CASH FLOW REQUIREMENTS

Values-based planning

Retirement planning

BUSINESS SUCCESSION PLANNING

PERSONAL STRATEGIC PLANNING

ESTATE, WEALTH TRANSFER (TRUST AND WILLS) AND INCOME PLANNING

FAMILY LEGACY/ GENERATIONAL PLANNING

PLAN COORDINATION WITH YOUR FAMILY ADVISORS (CPA, ATTORNEY, TRUSTEES)

INVESTMENT STRATEGIES AND SOLUTIONS

We build diversified portfolios for clients based on their individual financial plans, consultation, personalized investment solutions and long-term planning. Our objective approach to investment assessment combined with our access to a robust suite of asset managers enables us to position clients’ portfolios for long-term success.

We strive to bring you enhanced value, security and the confidence that your investments are helping you reach your professional and personal financial goals without compromising your values.

Investment Consulting

Cash Management

Budgeting

Portfolio Reviews

Liquidity Event Prep

Solutions for executives

Portfolio and asset allocation strategy

Discretionary portfolio management

Client portfolio reporting

Risk mitigation analysis

Business Valuation

emoney secure data vault

FAMILY OFFICE SERVICES

Plan for tomorrow while preserving your current lifestyle and pursuits. From administrative bill pay services and tax reporting, to investor education and insurance needs, our financial advisors offer family office services that enhance your personalized wealth management experience and give you confidence in all aspects of your financial life.

ADMINISTRATIVE BILL PAY SERVICES

LIFE AND ESTATE PLANNING INSURANCE COVERAGE

PHILANTHROPIC PLANNING

FRAUD DEFENSE

RISK PROTECTION — EXCESS LIABILITY INSURANCE, PROPERTY, AND CASUALTY

INSURANCE — DISABILITY INSURANCE, WHOLE LIFE INSURANCE, AND ANNUITIES

DISABILITY AND LONG-TERM CARE INSURANCE COVERAGE

Tax Planning

TITLING OF ASSETS, INCLUDING QUALIFIED RETIREMENT ACCOUNTS AND TRUSTS

MEDICAL BENEFITS — ANALYSIS AND PLANNING

PLAN FOR YOUR FUTURE.

Get Started

23065 L'Ermitage Circle
Boca Raton, FL 33433

561-409-1110 OFFICE
844-209-8717 TOLL FREE

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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org