News Room


Recent Posts

What It's Like to Work with Us

August 11, 2020
Working with a PersonalCFO is easy. After all, their priority is to make personal financial management easy for you while accelerating the growth of your net worth. They strive to offer a perfect balance of placing you in control of your finances while [...]
Read More

The PersonalCFO and 360° Financial Management

August 4, 2020
A PersonalCFO can handle many of the personal financial issues you may be facing. From financial planning to tax management to estate planning, a PersonalCFO will follow a systematic approach that takes the guesswork out of your finances and helps [...]
Read More

Examples of the Problems a PersonalCFO Can Solve

July 28, 2020
Everyone comes to PartnersInWealth with different issues—challenges that aren't getting resolved on their own or by traditional financial advisors
Read More

How a PersonalCFO Improves Investment Results

July 21, 2020
The way most financially successful families manage their investments—on their own, using an advisor, or some combination of the two—has several shortcomings.
Read More

7 Reasons You May Need a PersonalCFO

July 14, 2020
Welcome to a different type of financial advisory service: the PersonalCFO. A PersonalCFO helps meet the needs of financially successful households with complex situations. While PersonalCFOs are a growing trend, only a select number of advisors around [...]
Read More

Six Unconventional Ways to Successfully Manage Your Wealth

July 1, 2020
Have you noticed similarities in the services offered by most personal financial advisors and their firms? To see, just review the website of a few advisors and try to discern any meaningful difference between them. I think you will find the exercise [...]
Read More

Seven Reasons PartnersInWealth is Preferentially Different

June 23, 2020
Welcome to a different type of financial advisory service – a PersonalCFO. The PartnersInWealth business model is tailored to meet the needs of financially successful households with complex situations. While it’s a growing trend, there are only a select [...]
Read More

Examples of Problems PartnersInWealth Solves for Clients

June 16, 2020
The most effective way to help you understand the types of client problems we solve may be through actual client case studies. On the PartnersInWealth website we have 12 unique examples that describe the challenge clients faced, our solution, and the [...]
Read More

The History of PartnersInWealth

June 9, 2020
The founder of PartnersInWealth, James R Waters, began helping financially successful households and individuals manage their finances in the mid-1980s. After a decade working as a financial planner for a large firm and uncomfortable with [...]
Read More

How to Motivate Your Wealth Manager to do Their Best Work

June 4, 2020
How you compensate a financial advisor is arguably the most important determinant of your level of satisfaction with their services. There is a lot of consumer misunderstanding about how to best compensate an advisor. Most consumers also do not recognize [...]
Read More