Reliable.
Consistent.
Trustworthy.
Who We Are
At Rooks & Partners, we make financial planning clear, simple, and accessible. We offer straightforward advice, helping our clients navigate financial challenges and opportunities with confidence. We see ourselves as more than just financial advisors; we’re your partners in helping you build a sound and prosperous future.
Our Partnership/
&Partner Connection
&Partners is a wealth management firm built by advisors for advisors. Our mission is to combine industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping our clients realize their financial goals.
&Partners is a dually registered Broker-Dealer and Investment Advisor. It is a wholly owned subsidiary of Ampersand Partners, LLC. The management team of &Partners is comprised of a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries.
What We Do
Our approach is meticulous, personalized, and designed with your financial well-being in mind. We offer a comprehensive approach that includes:
Financial Planning
Comprehensive guidance for informed financial decisions.
Retirement Income
Sustainable income strategies for your golden years.
Investment Management
Tailored advice to help maximize risk-adjusted returns.
Generational Wealth
Helping to ensure your assets, values, and legacy are preserved.
Who We Serve
Whether you’re just beginning your financial journey or seeking to amplify your established wealth, we’re here to guide you. We are most helpful for:
Retirees
Personalized advice for retirement income planning.
Families
Generational wealth management, crafting legacies that last.
Entrepreneurs
Insights for growing and safeguarding your business assets.
Physicians
Tailored to the unique wealth needs of the medical community.
Professionals
Efficient strategies for your career through careful planning.
