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Want to know if you’re taking too much risk in your portfolio? Take a 5 minute quiz to find out if your potential gains are worth the downside risk.

[/vc_column_text][vc_btn title=”TAKE THE QUIZ” style=”custom” custom_background=”#ffffff” custom_text=”#091d42″ shape=”square” align=”center” css=”.vc_custom_1537914495590{margin-bottom: 0px !important;}” el_class=”sepbutton quizbutton” link=”url:https%3A%2F%2Fpro.riskalyze.com%2Fclients%2Findex%2F652717390||target:%20_blank|”][/vc_column][vc_column width=”7/12″][vc_video link=”https://vimeo.com/188361232/37e24b3e58″ align=”center” css=”.vc_custom_1510835612394{margin: 0px !important;border-width: 0px !important;padding: 0px !important;}”][vc_raw_js]JTNDc2NyaXB0JTIwdHlwZSUzRCUyMnRleHQlMkZqYXZhc2NyaXB0JTIyJTNFJTBBJTBBalF1ZXJ5JTI4ZG9jdW1lbnQlMjkucmVhZHklMjhmdW5jdGlvbiUyOCUyNCUyOSU3QiUwQSUwQSUyNCUyOCUyNy5wbGF5ZXIlMjAudmlkZW8td3JhcHBlciUyMC52aWRlby5jb3ZlciUyNyUyOS5jc3MlN0IlMjglMjdiYWNrZ3JvdW5kLWltYWdlJTI3JTJDJTI3dXJsJTI4aHR0cCUzQSUyRiUyRmYzZi4wZmQubXlmdHB1cGxvYWQuY29tJTJGd3AtY29udGVudCUyRnVwbG9hZHMlMkYyMDE3JTJGMTElMkZ2aWRlby1jb3Zlci5wbmclMjklMjclMjklN0QlM0IlMEElMEElN0QlMjklM0IlMEElMEElM0MlMkZzY3JpcHQlM0U=[/vc_raw_js][/vc_column][/vc_row][vc_row full_width=”stretch_row” el_id=”about” css=”.vc_custom_1518764934959{padding-top: 35px !important;padding-bottom: 40px !important;background-image: url(https://esotericwealth.com/wp-content/uploads/2017/11/Boat-Water-Mountains-full-res-e1511207415886.jpg?id=140) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column][vc_row_inner][vc_column_inner width=”1/6″][/vc_column_inner][vc_column_inner width=”2/3″][vc_custom_heading text=”THE ESOTERIC DIFFERENCE” font_container=”tag:h2|text_align:center|color:%23ffffff” use_theme_fonts=”yes” css=”.vc_custom_1518765003923{margin-bottom: 5px !important;}”][vc_empty_space height=”1px”][vc_column_text css=”.vc_custom_1520316460554{margin-top: 0px !important;margin-right: 0px !important;margin-bottom: 0px !important;margin-left: 0px !important;border-top-width: 0px !important;border-right-width: 0px !important;border-bottom-width: 0px !important;border-left-width: 0px !important;padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;}”]

Esoteric Wealth Partners, LLC was founded with a centralized theme to put the client’s needs first and provide unbiased, fee-based advice with integrity. We’ve partnered with industry-leading technology, and top-ranking portfolio managers, to help empower our client to prepare for any circumstance of life.

Through unique, specialized planning and advanced portfolio management, we pride ourselves in helping our clients accomplish their goals, in both finance and life.

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Please see the services below provided by us

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FINANCIAL PLANNING

Comprehensive Financial Planning is the foundation of Esoteric Wealth Partners services. We provide a concise, comprehensive, and…

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ASSET MANAGEMENT

As a result of the financial planning and advising process, Esoteric Wealth Partners develops short and long-term goals using a wide variety…

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RETIREMENT PLANNING

Retirement planning is crucial, if you are currently in the accumulation phase or already retired and need a plan to maintain your lifestyle…

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EDUCATION PLANNING

Education costs being at an all-time high is proving it increasingly difficult to providing your children and grandchildren with the education…

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PORTFOLIO ANALYSIS

Investment management is an integral part of your financial plan. Yet it should not be the starting point for establishing a relationship…

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ESTATE /TRUST PLANNING

Passing wealth from generation to generation can be very complex; with costly errors being possible. Esoteric Wealth Partners…

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[/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1515421976578{padding-top: 35px !important;padding-bottom: 40px !important;background-image: url(https://esotericwealth.com/wp-content/uploads/2017/12/garrett-sears-96290_con.jpg?id=510) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” el_id=”call2action”][vc_column][vc_custom_heading text=”ARE YOU PREPARED ?” font_container=”tag:h2|text_align:center|color:%23ffffff” use_theme_fonts=”yes” css=”.vc_custom_1515422120197{margin-bottom: 5px !important;}”][vc_custom_heading text=”3 steps to your personalized retirement strategy.” font_container=”tag:p|font_size:20px|text_align:center|color:%23ffffff|line_height:1.2″ use_theme_fonts=”yes”][vc_row_inner css=”.vc_custom_1510922466784{margin-bottom: 0px !important;}”][vc_column_inner width=”1/3″] [/vc_column_inner][vc_column_inner width=”1/3″] [/vc_column_inner][vc_column_inner width=”1/3″] [/vc_column_inner][/vc_row_inner][vc_btn title=”GET STARTED” style=”custom” custom_background=”” custom_text=”#ffffff” shape=”square” align=”center” css=”.vc_custom_1560532163113{margin-bottom: 0px !important;}” el_class=”sepbutton sephover” link=”url:https%3A%2F%2Fesoteric.appointlet.com%2Fs%2Fesoteric-wealth-client-update-check-in-meeting|||”][/vc_column][/vc_row][vc_row disable_element=”yes” el_id=”resources” css=”.vc_custom_1703134645657{padding-top: 40px !important;padding-bottom: 75px !important;}”][vc_column width=”1/2″] [/vc_column][vc_column width=”1/2″] [/vc_column][/vc_row][vc_row full_width=”stretch_row” el_id=”newsletter” css=”.vc_custom_1520400622355{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column css=”.vc_custom_1520401238969{padding-top: 0px !important;padding-bottom: 0px !important;}”][vc_row_inner content_placement=”middle” css=”.vc_custom_1520401452582{margin-top: 25px !important;margin-bottom: 25px !important;}”][vc_column_inner width=”5/12″][vc_custom_heading text=”NEWSLETTER SIGNUP” font_container=”tag:h2|text_align:left|color:%23091d42″ use_theme_fonts=”yes” css=”.vc_custom_1520401325135{margin-bottom: 0px !important;}”][vc_custom_heading text=”Signup now with your name and email address to get latest news.” font_container=”tag:p|text_align:left” use_theme_fonts=”yes” css=”.vc_custom_1520401443730{margin-bottom: 0px !important;}”][/vc_column_inner][vc_column_inner width=”7/12″][vc_column_text css=”.vc_custom_1511191551317{margin: 0px !important;border-width: 0px !important;padding: 0px !important;}”]

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