a partner committed to your financial success

Welcome to Wealth Partners on Main, where personal relationships and tailored financial strategies are at the heart of everything we do. We believe in providing more than just financial advice—we're here to empower our clients with the confidence and tools they need to navigate their financial journey. Specializing in active money management, retirement planning, and wealth building, our focus is on helping retirees, small business owners, and women achieve lasting financial security.

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With more than 45 years of combined experience, Wealth Partners on Main specializes in creating personalized retirement strategies for individuals, families, and professionals. Founder Danielle Helfrich started Wealth Partners on Main with a determination to provide client-focused, unbiased financial advice. By partnering with a reputable, award-winning, boutique firm, she and her team operate with full independence—offering conflict-free, customized advice. This allows us to prioritize what truly matters: our clients' financial well-being.

OUR SERVICES

retirement planning

Steps to consider to pursue the retirement you want.

investment management

Create an investment strategy that's right for you.

financial planning for women

Helping women build wealth, navigate career transitions, and plan for retirement.

small business solutions

We provide the tools you need to grow your business.

get to know us.

Working with Wealth Partners on Main means partnering with a team that is deeply committed to your financial well-being. Our team of experienced wealth management professionals is committed to building long-term client relationships.

learn about our team