Wealthspan Partners, LLC

Wealthspan Partners, LLC is a Financial Planner in Davenport, IA, located at 5025 Utica Ridge Rd Suite 101. It holds a rating of 3.00 based on customer reviews.

The firm operates as a fee-only investment management entity registered with the Securities and Exchange Commission. It provides financial planning and investment management services tailored to client goals and objectives. The firm acts as a fiduciary, prioritizing client interests.

Investment services include assessing time horizons, risk tolerance, and Environmental, Social, and Governance factors. Portfolio construction utilizes exchange-traded funds, mutual funds, individual stocks, individual bonds, and alternative investments. The firm maintains low-cost, liquid, and diversified portfolios. Regular monitoring and rebalancing are performed to maintain investment discipline.

Co-founder Brian Ramsay serves as Senior Wealth Partner and Chief Compliance Officer. He previously worked at American Express Financial Advisors for 19 years before launching Wealthspan Partners in 2018 with partner Mark Tholl. Ramsay holds a Bachelor of Arts degree in Marketing from Western Illinois University. He holds the CERTIFIED FINANCIAL PLANNER, Certified Investment Management Analyst, Certified Private Wealth Advisor, and Retirement Management Advisor designations.

The office sits on Utica Ridge Road, roughly a tenth of a mile from the main stretch of Utica Ridge Road and a fifth of a mile from the YMCA. It is also located about half a mile from Trinity Bettendorf and the Mississippi Medical Plaza.

BizScoreAI gives Wealthspan Partners a Performance score of 81 out of 100. This fast loading speed keeps visitors on the page and helps with search engine rankings. The firm also earns a Discoverability score of 75 out of 100. This ensures AI crawlers can find every page, which is the first step for AI assistants to recommend the business.