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Your Financial Prosperity Starts with the Right Partner

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Personalized Plans 01
Estate Planning
Manage Goals 03
Financial Planning
Approach Strategically 05
Business Solutions
Portfolio Management 06
Personal Investment Advisory
MISSION STATEMENT
We work with our clients to design targeted retirement and business solutions with a focus on growth, savings, and service.

06

Partners

30k

Employees

50

Years of Experience

100%

Success
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Ask Dale

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Edu"k"ation

619-349-4118 ext.203 

aprillewis-gies@thepartnerswm.com

299 Webster Street
Monterey, CA 93940 

Legal Disclosures: Check the background of ThePARTNERS Financial Solution Financial Professionals (ThePARTNERS Financial Solutions) on FINRA’s BrokerCheck. ThePARTNERS Financial Solutions provides its investment advisory services through ThePARTNERS Wealth Management, LLC dba ThePARTNERS Wealth Management (ThePARTNERS), an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training.

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ThePARTNERS Financial Solutions is not affiliated with ThePARTNERS.
The statements, claims, content, and/or commentary made herein and in ThePARTNERS Financial Solutions and ThePARTNERS’ other websites, videos, podcasts, blog posts, articles, and other publications or materials (collectively, the “Materials”) provide general market commentary or information and/or express the personal opinion of the author or speaker, which does not necessarily reflect the views or opinions of ThePARTNERS Financial Solutions and ThePARTNERS. The content in the Materials should not be interpreted as providing legal, tax, or investment advice, nor is it a solicitation to effect, or attempt to effect transactions in securities. Additionally, it does not constitute the rendering of personalized investment advice for compensation over the internet. It is intended for informational purposes only.


ThePARTNERS and its representatives may only transact business or provide investment advice in states where registered, where required notices have been filed, or where they are otherwise excluded or exempted from such registration or filing requirements. Please check with us to ensure we are registered in your state.
 

Neither ThePARTNERS Financial Solutions nor ThePARTNERS provide accounting, legal, or tax advice. Please consult your accountant, legal, and/or tax advisor for specific information relating to your individual situation.


ThePARTNERS Financial Solutions and ThePARTNERS make no guarantee that the objectives associated with a particular strategy will be achieved or profitable. Past performance is no guarantee of future performance and investors may lose their entire investment.


If any performance reports are displayed on this website, they are not intended to replace or supersede custodian-generated reporting. ThePARTNERS Financial Solutions and ThePARTNERS encourage a periodic comparison of performance reports to same-dated custodial statements. Security prices have been obtained from sources believed to be reliable, but accuracy or completeness cannot be guaranteed. Occasional minor variations may exist due to certain pricing differentials, accrued interest calculation methodology, and/or trade date versus settlement date convention. Investment performance cannot be properly evaluated by comparing total cost to total market value. Only changes in market value over time adjusted for deposits and withdrawals should be utilized for this purpose. Cost figures may not be appropriate for tax purposes.


All investments in securities involve a risk of loss of capital and no guarantee or representation can be made that an investment will generate profits or that an investment will not incur a total loss of invested capital. Furthermore, nothing herein is intended to imply that ThePARTNERS Financial Solutions and ThePARTNERS’ investment strategies may be considered “conservative”, “safe”, “risk free” or “risk averse.”


Certain information on the Materials has been obtained or derived from unaffiliated third-party sources believed by ThePARTNERS Financial Solutions and ThePARTNERS to be reliable. Neither ThePARTNERS Financial Solutions and ThePARTNERS nor any of their affiliates or representatives make any representation or warranty, express or implied, as to the accuracy or completeness of the information contained herein.


The investment services and products mentioned on the Materials may often have tax consequences; therefore, it is important to bear in mind that ThePARTNERS Financial Solutions and ThePARTNERS do not provide tax advice. The levels and bases of taxation can change. Investors' tax affairs are their own responsibility and investors should consult their attorneys or other tax advisors in order to understand the tax consequences of any products and services mentioned herein.

©2026 by THE PARTNERS

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