The new firm focuses on high-net-worth individuals and multigenerational families, including physicians, entrepreneurs, and professional athletes. By adopting an independent fiduciary model, the team aims to provide transparent advice for clients navigating complex financial transitions. The firm has selected Fidelity Family Office services as its primary custodian.
Indivisible Partners Adds Achieve Wealth to Advisory Network
Achieve Wealth Partners, a wealth management firm led by Jeff Renelt, Brad Richard, and Lea Stover, has joined the Indivisible Partners platform. Based in Rochester, New York, and Dartmouth, Massachusetts, the firm represents the third new addition to the Clearwater-based partnership in just three months.
Founding principal Jeff Renelt noted that the practice is designed to accommodate clients with fast-moving careers and evolving priorities. Co-founding principal Brad Richard added that the firm blends a boutique client experience with deep planning resources. Through the partnership with Indivisible, Achieve Wealth gains access to expanded operational expertise and strategic infrastructure. John Thiel, founder and executive chairman of Indivisible Partners, stated that the move aligns with his organization's goal of scaling a client-first advisory network.
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