About

Our Clients

Secure your present and future, togehter.

Our Clients

Semus Wealth Partners is dedicated to providing transparent, objective recommendations and ideal solutions that meet each client’s unique financial situation. Whether they need help with investment management, retirement planning, estate planning or risk management, our clients know they can count on our comprehensive advice and dedicated personal service and attention.

We have strong, lasting relationship with clients from coast to coast.

Retirees

Retirees want a time-tested and proven asset allocation and investment strategy to help them not to out live their money. This requires access to non-proprietary investments, and assurance that you can trust your advisor to help keep your portfolio on track.

Pre-Retirees

As pre-retirees are approaching their retirement, it is critical to have a comprehensive retirement strategy to help them get started to make the shift from wealth accumulation to wealth preservation and income distribution.

Professional, Doctors, Executives

We work with many clients who are leaders within their industry. A Semus Wealth Partners client is seeking a long term professional relationship built on trust and ongoing unbiased investment counsel. Many of our clients have had experience with self-management or with the traditional financial advisory sales model. Semus Wealth Partners clients appreciates the partnership approach we take to help them manage their wealth successfully by collaborating with them with professional, objective and competent advice.

Business Owners

We are instinctive about balancing your capital needs with your individual wealth. Financial independence, business succession, and security for future generations are paramount as well. We work with you to understand both your personal and business needs.

Multgenerational Families

Every family has unique objectives, challenges and family dynamics. We strive to listen to all members of the family and understand what is most important to each family member. We help bring harmony to the family.

Financial Advice

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Get In Touch

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Our Process

About

Our Process

Discover

A thorough understanding of your needs and goals is key to the creation of your comprehensive wealth plan. We take the time to listen, ask incisive questions, and gain insight into your life and the things that matter most to you.

Analysis

In this part of the process, we gather all relevant documentation and thoroughly review your financial and estate resources to help you comprehend how your assets are positioned, how they will ultimately transfer and how they can be harnessed to achieve your overall goals.

Advise and Implement

We offer thoughtful and insightful recommendations tailored to your goals and resources. We work with you to evaluate all options so that you can decide which choices are right for you. We then act to ensure that your overall plan is implemented. We excel at assembling all your advisors and subject matter professionals to ensure everyone is on the same page and working on your behalf.

Monitor and Evolve

Through ongoing communication, we continuously monitor progress toward your goals. As your needs change, and as tax laws and market conditions fluctuate, we carefully consider and discuss your strategy with you. We are always candidly evaluating whether your strategy remains on target or if adjustments are needed.

Financial Advice

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Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Get In Touch

Continue reading

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Meet The Team

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Why Choose Us

Secure your present and future, together.

Why Choose Us

We are committed to act with undivided loyalty to our clients.

Independent

Independent Registered Investment Advisors are professional firms that provide personalized financial guidance and direction to their clients, many of whom have complex financial needs. Because we are independent, we are not tied to any firm, particular families of mutual funds or investment products. As fiduciaries, we are held to the highest standard of care, and are required to act in the best interests of our clients at all times. We are registered with the Securities and Exchange Commission.

Fiduciary

A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries adopt a code of ethics and fully disclose how they are compensated.

Comprehensive

We work with clients to create integrated, efficient and personalized financial strategies and solutions. Clients with complex needs trust us to carefully examine and streamline their financial lives by ensuring that all the moving parts fit together and are working efficiently and harmoniously. In helping clients grow, preserve and transfer wealth, we tend to the details without ever losing sight of the big picture. Our consultative approach creates blueprints that our clients can use to rally all their professional advisors to pursue comprehensive, agreed-upon goals.

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

Retirement Planning

Our advisers and certified financial planner professionals can help you achieve your retirement dreams. We can answer your most important questions, and help ensure that you retire with confidence and peace of mind through financial security. Ask us about how we can help plan income for life. Whether retirement is still on the horizon, or just around the corner, our experienced professionals will plan based on your unique situation.

Financial Advice

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.

 

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Get In Touch

Continue reading

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Account Protection

Secure your present and future, together.

Account Protection

CHARLES SCHWAB ACCOUNT PROTECTION:

SIPC® ACCOUNT PROTECTION

Protection for securities and cash by the Securities Investor Protection Corporation (SIPC): Accounts of Charles Schwab & Co., Inc. (including those held by clients of investment advisors with Schwab Institutional®) are insured by SIPC for securities and cash in the event of broker-dealer failure.

SIPC provides up to $500,000 of protection for brokerage accounts held in each separate capacity (e.g., joint tenant or sole owner), with a limit of $250,000 for claims of uninvested cash balances.

More information about SIPC coverage is available at www.sipc.org.

ADDITIONAL PROTECTION THROUGH LLOYD'S OF LONDON AND OTHER LONDON INSURERS

Additional brokerage insurance—in addition to SIPC protection—is provided to Charles Schwab & Co., Inc. accounts through underwriters in London. Schwab’s coverage with Lloyd's of London and other London insurers, combined with SIPC coverage, provides protection of securities and cash up to an aggregate of $600 million, and is limited to a combined return to any customer from a Trustee, SIPC, and London insurers of $150 million, including cash of up to $1,150,000. This additional protection becomes available in the event that SIPC limits are exhausted.

Financial Advice

In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.

 

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Get In Touch

Continue reading

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Copyright © 2022 Semus Wealth Partners, LLC
Investment advisory services offered through Semus Wealth Partners, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.