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Further. Faster. Safer. Together.

7702 Wealth Partners is a boutique advisory and consulting firm dedicated to delivering innovative wealth solutions for high net worth clients and their businesses. Our personalized approach ensures tailored strategies to meet your unique financial goals.

What is 7702, you may ask? Well, it's a piece of tax code. And that single piece of tax code is the to successfully implenting the most important strategies as you prepare for the future.

We'll show you why.

Our Expertise:

Tailored Financial Strategies

At 7702, we understand that every client is unique. Our team excels in crafting personalized financial plans that align with your specific goals and aspirations. Whether it's investment management, tax planning, or estate structuring, we provide bespoke solutions that cater to your individual needs and ensure long-term success.

Innovative Solutions for Wealth Growth

In the ever-evolving financial landscape, staying ahead requires innovative thinking. Our advisors leverage cutting-edge tools and industry insights to offer forward-thinking strategies that maximize your wealth potential. From emerging market opportunities to advanced financial products, we equip you with the resources needed to grow and preserve your assets effectively.

Comprehensive High Net Worth Expertise

7702 Wealth Partners specializes in serving high net worth individuals with a comprehensive approach to wealth management. Our seasoned experts bring a wealth of experience and knowledge, ensuring that you receive the highest level of service and expertise. We are committed to guiding you through complex financial decisions with confidence and clarity, helping you achieve your financial milestones.

Book a meeting to get a free consultation

We'll work together to discover the hidden opportunities that exist in your world and deliver an implementation plan customized for you.

We partner with the world's leading institution to build proprietary solutions for our clients

 Our Services

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Proprietary Wealth Strategies

At 7702 Wealth Partners, we specialize in crafting personalized wealth management strategies tailored to meet the unique needs of our high net worth clients. Our team of expert advisors works closely with you to understand your financial goals, risk tolerance, and time horizon. We incorporate a holistic approach that considers all aspects of your financial situation, ensuring comprehensive and cohesive management of your wealth. From investment portfolio optimization to tax-efficient strategies, we strive to maximize your financial potential. Regular reviews and adjustments keep your strategy aligned with changing life circumstances and market conditions. Trust us to provide guidance and support as you navigate the complexities of wealth management.

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Estate and Legacy Planning

7702 Wealth Partners offers expert estate and legacy planning solutions designed to preserve and transfer your wealth efficiently and according to your wishes. Our experienced consultants help you develop a strategic plan that addresses estate taxes, asset protection, and the seamless transfer of wealth to future generations. We collaborate with legal and tax professionals to ensure that your estate plan is comprehensive and compliant with current laws. Through personalized guidance, we assist in creating trusts, wills, and charitable giving plans that reflect your values and objectives. Our goal is to provide peace of mind, knowing that your legacy is protected for your loved ones. Let us help you secure your financial future and make a lasting impact.

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Investment Advisory Services

Our investment advisory services at 7702 Wealth Partners are designed to help you achieve your financial objectives through strategic and informed decisions. We conduct thorough market analysis and leverage our expertise to create tax advantaged solutions that optimize for access and liquidity. Our advisors are dedicated to providing ongoing monitoring and forecasting to ensure your solutions will be an asset that provides value in any market environment. We offer insights into alternative investments, emerging markets, and sustainable investing to diversify your opportunities. With a commitment to transparency and communication, we keep you informed about your portfolio’s progress. Partner with us for a proactive approach to growing and protecting your wealth through strategic investments.

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Plans and Pricing

Flexible Wealth Management Plans

Starter

$50/month

Some key features
  • Basic portfolio analysis
  • Introductory financial advice
  • Access to online resources
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Professional

$200/month

Some key features
  • Personalized financial planning
  • Quarterly performance reviews
  • Advanced investment strategies
Buy professional now

Enterprise

$600/month

Some key features
  • Custom financial solutions
  • Dedicated advisory team
  • Comprehensive wealth management
Buy enterprise now

Testimonials

See what people are saying

Sean and his team have transformed the way I view strategy when it comes to my financial word. Their long-term outlook and focus on income tax mitigation has been a refreshing change from my previous experiences working with wealth managers. Highly recommended.
Ervin Howell, VP Product, Deckow-Crist
I have been a client of 7702 for over a year now, and their service has been nothing short of exceptional. The team's expertise and dedication to my financial goals have provided me with peace of mind and confidence in my financial future.
Clementina DuBuque, SVP Sales, Hoeger LLC.
Working with 7702 has been a game-changer for me. Their ability to understand my unique needs and tailor their services accordingly is truly impressive. Seeing options from multiple institutions side by side made decision making easy, especially with someone alongside me to guide me through the nuances and point out things I might have otherwise missed. I highly recommend them to anyone seeking to build a wealth strategy instead of simply having their money managed.
Kurtis Weissnat, CMO, Brunlow Inc.

About 7702 Wealth Partners:

Innovation. Customization. Execution.

7702 Wealth Partners is a boutique advisory and consulting company dedicated to providing innovative, bulletproof, and tax efficient solutions tailored for high net worth clients. Our firm prides itself on a personalized approach, ensuring that each client's unique financial goals are met with expert guidance and strategic planning. With years of experience in the industry, we leverage our deep knowledge and insights to craft comprehensive wealth strategies. We are committed to excellence and integrity, building lasting relationships based on trust and transparency. At 7702 Wealth Partners, we believe that financial capability is an essential piece of every person's life, and we honored to partner alongside some of the world's leading institutions to bring this capability to life. Discover the difference with a team that values your success as much as you do.

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