Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting edge insurance platform for the Registered Investment Advisor. Wentworth Financial Partners’ origins extend back to 1989 when it began as a small insurance department within an investment firm catering to high net worth individuals, CEOs, high profile professional athletes and large institutional clients.
Wentworth Financial Partners’ competitive advantage in strategic issues is secured by an extensive knowledge of Insurance, Annuities, Estate Planning and Succession Planning. This depth and breadth of understanding in these fields of study ultimately benefits the advisor and their clients.
Offering a full array of products and services to meet client needs, Wentworth Financial Partners provides access to:
Insurance
- Life
- Long-Term Care
- Disability Income
- Linked Benefit
Annuities
- Fixed
- Immediate
- Deferred
- Index
- Variable
Retirement products and programs
Wentworth Financial Partners is a privately owned N.Y. corporation which functions as an advocate on behalf of the advisor and their clients.