Wealth Planning



Understanding your needs

Helping you reach your future goals

Whether you are an individual investor or a business owner, each investor will have unique situations that need to be considered. You might be asking yourself questions:

  Do I have enough to allow me to retire when I intend to?

  Will my family be taken care of if I die, become disabled or am sued?

  Is my estate plan up to date and do I have a Will, Power of Attorney (Personal Care and Property), or do I need a trust?

  Is there anything else I can do to reduce my income taxes that I’m not doing now?

  Do I have business succession plan?

  How do I create legacy on death? 

  How to deal with cross border taxation?


We can help you answer these questions. Our goal is to help you preserve the wealth you have created, enhance it without taking undue risk and transfer your estate efficiently to your beneficiaries. 

Navigating Life's Crucial Transitions

A Guide to Planning and Preparation

Our approach centers around crucial life transitions you might experience. Each category listed is fundamental in our discussions and planning sessions, enabling us to foresee and get ready for these significant moments.


Financial Lifeline

Family Events

  • Getting married
  • Having children
  • Adopting a child
  • Divorce or separation
  • Death of a spouse or family member
  • Empty nest
  • Children attending university
  • Children attending private school


  • Buying a home
  • Selling a home
  • Relocating for work
  • Renovations or major repairs


  • Completing higher education
  • Paying off student loans
  • Pursuing further certifications or degrees

Legal and Tax Changes

  • Changes in tax laws
  • Legal disputes or settlements
  • Estate planning and wills


  • Planning for retirement
  • Early retirement
  • Transitioning to retirement living
  • Receiving retirement income


  • Starting a new job
  • Getting promoted
  • Changing careers
  • Becoming self-employed
  • Job loss
  • Taking a sabbatical


  • Serious illness or injury
  • Long-term disability
  • Caring for aging parents
  • Health of family members

Windfalls or Setbacks

  • Receiving inheritance
  • Sudden loss of income
  • Bankruptcy or financial crisis

Financial Lifeline


Partington Wealth Management is here to remove your financial stress. 

Meet us now