Make Your Money Work For You with Frame Wealth Partners
Morgan Watson & Jay Duffy / Co-Founders & Managing Partners of Frame Wealth Partners
November 28, 2023
Guest Bio
Morgan Watson & Jay Duffy / Co-Founders & Managing Partners of Frame Wealth Partners
The Frame Wealth Philosophy
Frame Wealth Partners was born from a simple yet
revolutionary idea: people deserve smarter, personalized financial planning,
not just product sales. We believe in delivering advice that truly adds value
to your life, all wrapped up in an experience that's as unique as you are.
Our Story
From our roots within the prestigious Prudential firm to our
independent venture, Frame Wealth Partners has always been committed to setting
a new standard in financial advice. For over 30 years, our seasoned team has
worked diligently to provide an advice-driven approach that sets us apart.
Building Your Financial House
Much like constructing a house, we begin with the
foundational blueprints—your goals. From there, we provide the expertise and
materials to build, maintain, and ensure your financial house is on the right
track.
A New Standard In Transparency
We believe that you should understand how we're compensated,
so there are no surprises. That's why we pull back the curtain, providing a
transparent look at how we do what we do.
Your Team of Experts
One advisor is great, but a team of experts is even better. With Frame Wealth Partners, you get access to a multi-faceted team skilled in every area of financial planning.
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