MEET THE TEAM.

D3 Wealth Partners is comprised of experienced fiduciary financial advisors with a diverse set of strengths, specialties, and perspectives. Our multi-disciplinary team includes three financial planners. With nearly 50 years of combined private wealth management experience, our team is founded upon principles of trust, financial stewardship, and excellence in client service.

To us, your wealth is more than your financial security. It’s your hopes, your dreams, your values – it’s your legacy. You deserve highly skilled, experienced financial advisors who serve you with:

RESPECT

You are a person, not a profit center.
With Hightower Boca Raton, you're more than a client, you are an individual whose unique needs we take very seriously.

INTEGRITY

We are fiduciary advisors with a legal obligation to put your interests first.
We hold ourselves to the highest standards in the industry.

INDEPENDENCE

We speak the unvarnished truth.
Our independent mindset from the inherent conflict of interest which exists on Wall Street is an essential component of our value proposition.

PASSION

We genuinely love what we do.
Our passion for serving you is the foundation of our signature Client Experience.

DILIGENCE

We embrace our role as your personal financial advocate.
Our comprehensive, holistic planning process aims to provide financial stability for you and your family.