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Inside &Partners’ approach to estate planning

How can clients pass more wealth to heirs? Two of our partners explain why they think it’s wise to let financial advisors coordinate estate planning.

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Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA/SIPC.

&Partners has selected Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) as our primary custodian. Fidelity Investments is one of the longest-standing private financial services companies in the United States. Fidelity utilizes NFS for the purposes of providing custody and safeguarding client assets.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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Craiger Wealth Management

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We’re excited to share some important news about the launching of Craiger Wealth Management.

After months of thoughtful planning and evaluation, we’ve taken an important step forward—partnering with Fidelity as our new custodian. This marks the beginning of an exciting new chapter for our firm and for the clients we have the privilege to serve.

While regulations required us to wait until now to share the details, please know this—our team hasn’t changed. You’ll still be working with the same trusted professionals you’ve always known, dedicated to your success. What has changed is our ability to serve you with even greater flexibility, deeper resources, and fewer corporate limitations.

We chose Fidelity because of its unmatched reputation, scale, and stability—managing more than $13 trillion in assets as of the end of 2024. This partnership gives us access to advanced tools, direct connections to senior leadership, and a strong, secure platform designed to help us create tailored strategies for your unique goals.

For more than 14 years we’ve guided families through every stage of life—helping retirees enjoy the freedom they’ve worked for, business owners set up retirement plans for their employees, parents prepare for their children’s education, and young professionals build the foundation for lasting wealth. Every decision we make is rooted in our core values of client-first planning, excellent service, unwavering integrity, faithful stewardship and generational impact.

Before making this transition, we spent extensive time researching, holding in-depth conversations with other advisors and in prayer to ensure we were making the right choice. In Fidelity, we found a partner whose values align with ours, and whose capabilities will help us deliver the highest level of service now and in the years ahead even into the coming generations.

Our mission remains unchanged—to bring you financial clarity, security, and the confidence to live life on your terms. This move isn’t just a change in infrastructure—it’s a renewed commitment from our team to giving you our very best, every day.

Thank you for your continued trust in us!

Brandon, Ashlee, Hayleigh and Lesa

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