Company History
About Us
About Miami Partners
Bringing a Vibrant Strategy to a Vibrant City
Our focus is to bring to clients of Miami the same world-class client service and industry-leading wealth management strategies that helped the clients of Chicago, Watersound, and Hawaii.
As a client of Miami Partners, you'll receive access to a team of financial advisors, a fully customized investment portfolio, financial plan, tax strategy, estate strategy, and the same private client services offered to our distinguished clients across the country.
Independent, Honest Advice
Fee-Only, Fiduciary Wealth Management Services
We take a different approach to wealth management than many of the traditional financial services firms.
Our commitment to the Fiduciary Standard leaves clients confident they are receiving advice that is solely in their best interest, and our fee-only structure means there are no conflicts of interest when we're building portfolios for clients.
Fiduciary Wealth Management
A Fiduciary is a financial advisor that is legally-bound to act in the best interest of their clients.
Not all financial advisors are fiduciaries, and those who are give clients peace of mind in knowing their advisors are always working in their best interest.
Fee-Only Services
A fee-only advisor is an advisor who does not receive outside compensation for recommending investment products.
Fee-only financial advisors are free to choose the best investments for their clients without the outside influence of commissions, bonuses, or other incentives from fund managers.
Other CPWA Brands
Hawaii Partners 3D Wealth Advisors
201 Merchant Street
Suite 909
Honolulu, Hawaii 96813
Watersound Wealth Advisors
5417 E. County Highway 30A
Suite 301
Santa Rosa Beach, FL 32459
The Team
About the Founder: Jim Hagedorn
Founder & Managing Partner Jim Hagedorn, CFA has been a practicing advisor for more than 30 years. Under his leadership, Chicago Partners has grown to manage more than $5.5 billion in assets with a team of more than 40 financial professionals.
Jim actively works on many client relationships, and leads the Chicago Partners Investment Committee, our dedicated team of senior financial advisors focused on identifying, vetting, and implementing strong portfolio strategies for clients.
Complimentary Portfolio X-Ray
Get a Complimentary Consultation on Your Current Approach.
We specialize in helping high-net-worth clients like you protect, grow, and manage their wealth with confidence. Our experienced advisors are here to understand your goals and craft a customized strategy that aligns with your financial needs.
Fill out the form below to schedule a complimentary introductory meeting with one of our expert advisors. Let's start building a secure and prosperous future together.