Wealth Partners

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Advisors

Advisor photo for Curtis Bohn

Curtis Bohn

CFP®, AAMS®, RICP®

Private Wealth Advisor

Managing Director of Wealth Partners
Visit Curtis Bohn's website
Advisor photo for James Bull

James Bull

Financial Advisor

Managing Partner of Wealth Partners
Visit James Bull's website


Team

Brooke Christensen

Brooke Christensen

Administrative Assistant

Dana Bohn

Dana Bohn

Marketing Specialist