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Commitment & Philosophy
At Wealth Management Partners, we believe portfolio construction and asset management are only part of what a financial advising firm should do. We strive to establish a solid, working relationship with each client, built on a foundation of trust, transparency, and client education. Established in 2005, our firm has spent over two decades helping individuals and families achieve their financial goals with integrity and care. Our team includes multiple Certified Financial Planners™ (CFPs®), ensuring you receive expert guidance from professionals held to the highest standards in the industry.
We take pride in nurturing relationships that our clients can depend on. We are committed to assisting our clients with all of their financial needs, regardless of what those might be. Whether you’re a recent graduate starting your financial journey or a retiree preserving your wealth, our experienced advisors are dedicated to helping you navigate every phase of wealth building and management with tailored, dependable solutions.
our services
Our team

















Ace Brown
Registered Associate
Thomas Curtis, CFP®
Managing Partner and Financial Advisor
Morgan Brown
Managing Partner and Financial Advisor
Guillermo “Billy” Monge
Portfolio Manager/Financial Advisor
Greg Bryson
Senior Portfolio Manager/Financial Advisor
Laura Barnard, CFP®
Financial Planner
Ace Brown
Registered Associate
Thomas Curtis, CFP®
Managing Partner and Financial Advisor
Morgan Brown
Managing Partner and Financial Advisor
Guillermo “Billy” Monge
Portfolio Manager/Financial Advisor
Greg Bryson
Senior Portfolio Manager/Financial Advisor
Laura Barnard, CFP®
Financial Planner