Wealth PartnersBurns Wealth Management Group
Awards and Industry Recognition
Forbes
Who We Are
Burns Wealth Management Group is an experienced, conscientious team with a practice that revolves around you. We make every effort to understand your financial life—where you are, where you want to go and the dynamics that might help or hinder progress.
We are guided by a staunch dedication to the highest principles and an unwavering commitment to the individuals, families and entities we serve.
As students of the industry, we are well versed in capital markets history, state-of-the-art technologies and wealth management best practices. Our group strives to be a knowledgeable, reliable resource for your important financial decisions.
What We Do
Our process begins by gaining a deep understanding of your situation and the life you envision. Together, we will formulate a plan to help pursue your best life.
In developing a course toward your desired financial future, we construct sensibly allocated, globally diversified portfolios specifically tailored to balance your need, willingness and ability to assume risk.
Working toward what you value most takes a coordinated effort and a clearly defined path. Burns Wealth Management Group can help you remain disciplined and maintain a constancy of purpose throughout your investment endeavors.
Our team is particularly adept at helping to navigate significant decisions with often competing priorities. We are committed to exemplary service, clear communication and holistic financial counsel.
Why Us
Our insight and experience can help you manage the benefits, challenges and unforeseen events that investors are likely to encounter.
Providing knowledgeable, personalized advice, guidance and service through both calm and volatile financial times takes a concentrated, coordinated effort from a highly organized team.
Our group is diligently committed to a world-class client experience. We believe a deep understanding of each client's circumstance is among the reasons we have engendered long-standing relationships, which often span multiple generations.
Burns Wealth Management Group will always be evolving, yet our overriding principles remain the same. As the world around us changes for better or worse, our commitment, compassion and investment acumen will always be working for you with the goal of delivering an outstanding wealth management experience.
Meet Our Team
Insights
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now