The Founders of National Wealth Partners have a combined 100 years of wealth management experience. In competitive sports youth is often an asset. By contrast, in the realm of financial planning and investment management, years of experience matter. That said we are young at heart and curious and regularly challenge ourselves to raise the bar on how we serve clients.
TEAM
Rosemary Wright
CFP®
Senior Financial Planner and Co-Director of Women’s Wealth Services
Senior Financial Planner and Co-Director of Women’s Wealth Services
rwright@natwp.com
Ashley Simpson
CFP®
Senior Wealth Advisor and Co-Director of Women’s Wealth Services
Senior Wealth Advisor and Co-Director of Women’s Wealth Services
asimpson@natwp.com
STEFAN WHITWELL
CFA®, CIPM®
CFA®, CIPM®
President, Co-Chief Investment Officer and Co-Founder
stefan@natwp.com