Investment Management

Successful wealth management starts with discipline. It is the cornerstone of your financial future. At Semus Wealth Partners, we manage your assets as if they were our own. We work to achieve our clients goals through appropriate growth and income, but also have a finite focus on risk and all of the competing forces that can impact a portfolio over time. Through extensive research, tactical allocation, and focused risk modeling and management, our portfolios help clients stick with their plan and achieve their long-term goals.

Investment Philosophy

Our investment philosophy is centered around a set of principals focused on delivering the desired results to meet your investment goals. We take a strategic approach in designing and managing diversified portfolios based on your personal risk capacity, tolerance and goals with an overlay of tactical asset allocation to take advantage of opportunities in an ongoing basis. We take great care in analysing and assessing potential capital appreciation as well as risk of loss. We select from a wide range of investment solutions to determine which are most appropriate to implement investment strategies that are developed and tailored based on your unique personal situations. 

Limiting Your Tax Liabilities

Limiting the tax liabilities arising from your investments can help you reach your goals more quickly and efficiently. Thanks to our CFP-level tax expertise, we provide clients with sophisticated tax-management strategies that help drive overall net returns.

Expertise Matters

Financial advisors have widely different levels of expertise. We believe that clients who entrust their wealth to an advisor deserve to work with highly credentialed experts.

Semus Wealth Partners holds three of the premier designations in the financial services field: The CFP®, APMA®, AAMS® designations.

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.

Phone: 561.465.7550 | E-Mail:This email address is being protected from spambots. You need JavaScript enabled to view it.


SWP ADV Part 3

Wrap Fee Brochure

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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.