1102 Partners, LLC

We have found that all of our clients share one trait, no matter how much wealth they have built. In these turbulent times, they want peace of mind. They want to live comfortably throughout their lifetimes and then leave a meaningful legacy. At 1102 Partners, LLC, we recently worked with a client with this in mind. We trimmed certain higher risk holdings and reallocated the proceeds to income producing assets. This was designed to better align his strategy with his long-term goals and build peace of mind. Our client happily reported feeling less stress. As fiduciaries, we prioritize what’s best for our clients, making decisions with their financial future and legacy in mind. #FiduciaryResponsibility #FinancialPlanning #LegacyPlanning #ClientFirst #WealthManagement #1102Partners #RetirementPlanning #IntegrityInFinance

When we say we are "high touch", what does that mean? At 1102 Partners, we believe this means being proactive, not reactive. @DavidMaley regularly checks in with our clients on investment matters and a variety of other issues.  He updates them on market conditions, reviews financial plans, discusses pending and possible changes in tax laws, or discusses personal and family circumstances.  Our clients appreciate that they can reach out to us at any time for advice, knowing we are fully invested in their well-being, financial and otherwise.  This ongoing, proactive engagement builds trust and strengthens relationships over time. By offering this level of personalized, high-touch service, 1102 Partners believes we not only meet our clients' financial needs but that we also become a trusted partner in their long-term financial journey.

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At 1102 Partners, we believe it’s crucial for women to take charge of their financial future through strategic investing. With women often facing unique financial challenges, including longer life expectancy and potential career breaks, these key strategies are vital: 1) Invest consistently: Even in volatile markets, staying committed to a long-term plan and utilizing tax-advantaged accounts like IRAs and 401(k)s can maximize growth. 2) Diversify wisely: Spread investments across asset classes to reduce risk and ensure your portfolio is aligned with your goals. 3) Reevaluate regularly: As your life changes, so should your investment approach. Regular adjustments ensure your strategy stays relevant. Empower yourself with knowledge and smart strategies to build a solid financial future. #WomenInvestors #HNW #WealthManagement #FinancialIndependence #InvestSmart #WomenAndWealth #LongTermGrowth #PortfolioDiversification

At 1102 Partners, we believe that being a boutique advisory firm is one of our greatest strengths. While larger firms might have more resources, working with a select group of high-net-worth clients allows us to offer a level of attention and service that we believe is hard to match. The recent article from WealthManagement.com highlights how smaller firms can use their size to their advantage—offering personalized service, adapting quickly to changes, and building deep relationships with clients. At 1102 Partners, we pride ourselves on offering a family office level of service as we craft tailored strategies that reflect the unique goals and values of our clients.  Our approach is built on understanding your needs, being accessible, and offering advice that doesn’t get lost in a one-size-fits-all model. That’s the power of working with a wealth manager who combines four decades of investment experience with a commitment to maintain a small and exclusive client base. Let’s talk about how our family office approach can help you achieve both life and legacy goals. #1102Partners #WealthManagement #RetirementPlanning #RIA #PersonalizedService

What kind of legacy do you want to leave behind? One of advisors’ top priorities should be helping clients leave the legacy they desire most. Part of that process has to involve estate planning. Proper estate planning ensures your wealth is transitioned efficiently, in a way that minimizes tax liabilities and preserves wealth for generations. However, proper estate planning is more than leaving a will. Considering family dynamics, legal challenges, philanthropic goals, business decisions, and family values should be part of the estate planning process, too. Aligning your wishes with your estate plan starts with a conversation with your advisor. So we ask: what legacy do you want to leave? 

Everyone has financial biases. Whether they’re deeply rooted, or you’re highly aware of the way you think about and approach money, those biases influence every financial decision you make—from everyday purchases to retirement planning and investment decisions. There’s a conversation happening in the wealth management industry placing more emphasis on the role these psychological biases have on investment decisions: behavioral finance. Understanding behavioral biases helps guide investors toward making more rational and informed decisions. Investors who understand how their behaviors and emotional reactions play into investment decisions can more easily avoid unfavorable decisions—like panic selling during market downturns, chasing trends, or becoming prone to herd behavior. We believe behavioral finance is a critical tool in your toolbelt to help you uncover your fears and motivations, so we can help guide you in the right direction. 

The best way to control market volatility-induced fear is to know that you’re not alone. Any focused investor feels a little shaken when unexpected events rear their ugly head. Our best advice? Prepare ahead of time. Our founder David Maley, CFP® shares his thoughts below. Work with an advisor who can help you weather the storm confidently and navigate investment decisions with a long-term focus. 

We believe financial advice is not what it used to be. The introduction of technology to the wealth management industry has been rapid and consistent, transforming the way advisors operate and communicate with clients. There are more regulatory and compliance needs than ever before, improving transparency and protecting clients from bad actors. Client expectations have shifted to more holistic demands, requesting more access to their advisor and deeper empowerment in controlling their financial futures. So, yes. In our opinion financial advice is not what it used to be. It’s better. We can show you what better financial advice looks like: info@1102partners.com 312-488-9727

Are you looking for expert investment guidance that understands your sophisticated financial needs? At 1102 Partners, we cater to a discerning clientele, providing the investment expertise of a large institution with the personalized attention of a family office. Our firm specializes in highly personalized financial strategies built and managed for individuals who value staying productive in their later years. With 1102 Partners, you can expect a collaborative approach that integrates your financial objectives with our strategic insights. We understand the importance of preserving and growing your wealth, and we are committed to helping you achieve financial success on your terms. Experience the difference of a wealth advisory firm that goes beyond the basics. Contact 1102 Partners today to learn more about how we can help you navigate the complexities of wealth management with confidence and clarity.