&wealth Partners

&Wealth Partners is a registered investment advisor firm established on January 2, 2009, with Dorie Fain as the Managing Member. The firm offers financial planning, consulting, and investment management services to various clients, including individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. Services are provided on a fee basis, with financial planning and consulting fees ranging from $10,000 to $100,000 on a fixed fee basis or $300 to $1,000 on an hourly rate basis. Investment management services are offered on a fee basis of 1.00% annually, with no minimum initial investment required. Clients have the discretion to accept or reject recommendations and retain control over implementation decisions. The firm primarily recommends utilizing Charles Schwab & Co., Inc. for investment management accounts. The Registrant may recommend the active discretionary management of assets by independent managers based on client objectives. The firm does not charge performance-based fees and acts as a fiduciary, obligated to act in the best interest of clients. Clients receive regular account statements from the custodian and have the option to review and discuss their accounts with the firm. The firm does not vote on client securities and does not require prepayment of fees exceeding $1,200.