Traverse Partners Wealth Management

We are different. Traverse is a non-traditional firm with fundamental differences in our structure, strategy and integration. If you are looking for a partner that is always engaged, continuously tracking and actively involved in growing and protecting your money, consider us.

With Traverse Partners you not only get an independent advisor, you get a team of independent advisors.
Co-founded in January 2006, by James Yates and Eric Hutchby, Traverse Partners is a group of well-rounded people with a wealth of experience in financial services. They are as committed to your success as they are to their families and their community.