About Us
Meet Frame Wealth Partners
The Frame Wealth Philosophy
Frame Wealth Partners was born from a simple yet revolutionary idea: people deserve smarter, personalized financial planning, not just product sales. We believe in delivering advice that truly adds value to your life, all wrapped up in an experience that’s as unique as you are.
Our Story
From our roots within the prestigious Prudential firm to our independent venture, Frame Wealth Partners has always been committed to setting a new standard in financial advice. For over 30 years, our seasoned team has worked diligently to provide an advice-driven approach that sets us apart.
Building Your Financial House
Much like constructing a house, we begin with the foundational blueprints—your goals. From there, we provide the experience and materials to help build, maintain, and ensure your financial house is on the right track.
A New Standard in Transparency
We believe that you should understand how we’re compensated, so there are no surprises. That’s why we pull back the curtain, providing a transparent look at how we do what we do.
Your Team
One advisor is great, but a team of experienced professionals is even better. With Frame Wealth Partners, you get access to a multi-faceted team skilled in every area of financial planning.
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W. Morgan Watson
Financial Planner, Managing Partner
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Jay Duffy, CFP®
Financial Planner, Managing Partner
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Elia Reppas
Client Relationship Manager
Stay in the Frame
Curious to learn more about how Frame Wealth Partners can redefine your financial landscape?
