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Commitment & Philosophy

At Wealth Management Partners, we believe great financial advice goes beyond portfolio construction and investment management. As a fee-only Registered Investment Advisor, we work solely for our clients and always act as fiduciaries, putting your best interests first in every recommendation we make. This structure allows us to provide objective advice grounded in transparency, trust, and long-term partnership.

Since our founding in 2005, we’ve spent more than two decades helping individuals and families make confident financial decisions with clarity and care. We focus on building meaningful, lasting relationships by taking the time to understand your goals, educate you along the way, and serve as a steady resource through life’s financial transitions. Our team includes multiple Certified Financial Planners™ (CFPs®), reflecting our commitment to the highest professional and ethical standards.

We’re proud to support clients at every stage of life. Whether you’re just beginning your financial journey, navigating career growth, or planning for retirement and beyond, our experienced advisors are dedicated to delivering personalized guidance you can rely on today and in the years ahead.

our services

Financial Planning

Investments

Education

As a fee-only Registered Investment Adviser, our advice is always aligned with our clients’ best interests. We proudly serve as fiduciaries, committed to transparency, objectivity, and care.

Our team

Thomas Curtis, CFP®

Managing Partner and Financial Advisor

With a rich background spanning over three decades, Tom Curtis is a seasoned professional in the realm of personal finance. Tom holds an undergraduate degree in finance from The Catholic University of America. Since 1994, he has dedicated himself to helping individuals navigate the complexities of financial management with expertise and insight. As a testament to his commitment to excellence, Tom earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™ in 2011, further solidifying his status as a trusted advisor in the field. He served as …

Morgan Brown

Managing Partner and Financial Advisor

Morgan is a graduate of Texas A&M University, where he earned a degree in psychology and competed on the golf team. As a financial advisor with an academic background in psychology, Morgan focuses on helping his clients articulate their goals and identify their priorities. His clients appreciate Morgan’s empathetic ear and intuitive ability to understand how his clients’ current financial situation can lead to their desired future. Morgan takes a collaborative approach to wealth management, with the objective of helping his clients …

Guillermo “Billy” Monge

Portfolio Manager/Financial Advisor

Billy is a graduate of the University of Arizona. He earned his degree in accounting and marketing. He is a highly experienced portfolio manager and financial advisor, having worked in the financial services field since 1999. Earlier in his career, Billy served as an investment officer and international banker at Merrill Lynch, BBVA, and Wells Fargo Private Client Group. Since 2014, he has guided our clients at WMP in creating sustainable wealth and financial security.

Greg Bryson

Senior Portfolio Manager/Financial Advisor

Greg is a graduate of the University of Arizona, where he earned a BS in Business Administration with a concentration in finance and real estate. After graduation, Greg underwent advanced professional training via the prestigious Merrill Lynch Wealth Management training program in Princeton, NJ. Greg continued serving wire house clients until 2007, when he opened a Raymond James financial services branch. Wealth Management Partners was pleased to welcome Greg into our ranks in 2017. Throughout his career, Greg has maintained an enduring commitment …

Laura Barnard, CFP®

Financial Planner

Laura Barnard holds a Bachelor of Science (BS) and a Master of Business Administration (MBA), both in Business Administration and Management. She has been working in the finance field since 2008. Laura initially focused her career on retail banking. She has in-depth expertise in private banking, wealth management, and investment planning. Laura first began working at WMP in 2015 as a Registered Client Service Manager. In this capacity, she was involved with developing strategic financial plans and educating 401(k) plan participants. In 2018, …

Ace Brown

Registered Associate

After a 30-plus-year Human Resources career in the Natural Resources/Mining industry, Ace retired as Director of Human Resources for Kennecott Minerals Company and joined his son, Morgan, at Merrill Lynch. In 2009, he moved to Raymond James. Ace attended both the University of Montana and the University of Arizona in pursuit of his Business Administration/Human Resources degree. Ace and his wife Karen will celebrate their 48th wedding anniversary in November. Ace and Karen fell in love with Arizona when they first moved …