On Target Wealth Partners provides Independent, Fee-Only Financial Engineering to clients passionate about implementing a strategic financial plan via a long term, scientific approach to wealth management.  It sounds complicated, but actually the beauty of our approach is in its simplicity and transparency.

Independent

• A Registered Investment Advisor firm with fiduciary responsibility to clients
• Unbiased and free from traditional advisory conflicts of interest
• Client-centric solutions without incongruent advisor firm incentives

Fee-Only

• Full disclosure of all advisory fees
• No hidden commissions or kickbacks ever accepted – we work for you only
• Consultative approach versus traditional sales approach

Financial Engineering

• Disciplined investment management and goal-oriented financial planning
• A structured approach to wealth management that eliminates speculation, market timing and security selection
• Diversified market exposures based on specific risk and return characteristics that have been determined through renowned academic research