About &Partners

&Partners is a dually registered Broker-Dealer and Investment Advisor.  It is a wholly owned subsidiary of Ampersand Partners, LLC. The management team of &Partners is a team of seasoned professionals with a long tenure in the advisory services and wealth and asset management industries. &Partners provides:

  • A shared philosophical alignment to put your needs at the forefront of everything we do
  • Broker-dealer platform from which we deliver services and abide by standard regulatory requirements
  • A robust investment and banking platform, including safekeeping services by industry giants like Fidelity
  • Strong operational platform to support our work with you from transitioning assets to traditional transactional needs and reporting on through to compliance
  • An experienced, on-call investment team to support the growing needs of our clients to customize their solutions 

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Let’s have a thoughtful conversation to understand where you are, where you want to go and determine how we can move you forward with confidence.

No pressure, no sales pitch—just an honest discussion about your goals and how we might be able to help.

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