Why We Are
We are often asked where the name Lily Wealth Partners came from.
Lily is the flower symbolizing humility and devotion. We recognize that our families place a lot of trust in us in allowing us to help them with their financial planning and investment management. We remain humble and devoted to your best interest throughout your life.
Wealth is the accumulation of scarce resources. We want to ensure that your definition of wealth meets your needs.
Partners are people with whom one shares an intimate relationship. We will partner together with you to accumulate wealth, distribute wealth and transition that wealth to those you leave behind.
There are about 90 species of the lily flower. Each one unique. Just as our clients are unique. Come experience one on one personalized financial planning and wealth management.
Our Process
We create strategies that are tailored to your needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.