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World Class Resources




Access to a World of Resources


"No individual can win a game by themselves"

— Pele'







Excellence in Finance


At ERX Wealth Partners, we understand the sophisticated needs of our clients. Our expertise spans across capital markets, private equity, and investment research. We leverage advanced technology and in-depth analysis to deliver high-quality financial solutions.

In partnership with leading experts, we ensure exceptional custodial security and provide comprehensive operational and trading support. Our strategic alliances allow us to offer robust financial management solutions, highlighting our commitment to fiduciary excellence.

Clients at ERX Wealth Partners receive personalized, top-tier wealth management services. We are dedicated to achieving your financial goals with precision and integrity.




To provide the highest level of protection and service, we've partnered with Schwab Advisor Services, a subsidiary of Charles Schwab & Co, Inc. They are market leaders in custodial, operational, and trading support, enabling us to act as true fiduciaries. Through Charles Schwab Bank, our clients have access to a range of banking services, including direct deposit, online bill pay, and more. This partnership ensures our clients receive timely operational alerts, comprehensive account information, and efficient online cash management tools.





Orion Advisor Services ("Orion") is a technology and data leader dedicated to serving investment advisors and their clients. Since 1999, Orion now serves 1,500+ advisory firms and over $650 billion in assets. Orion provides complete data aggregation, client reporting, tax and cost basis tracking, integrated trading platforms, and data security. With 128-BIT AES and RSA-2048 BIT encryption, Orion helps keep our firm and client's data safe and secure.

To ensure that we can provide our clients with the highest level of protection and service, we have partnered with the team at Fidelity investments. Fidelity is a market leader in providing custodial, operational, and trading support to professional wealth management firms like ours, which allows us to serve as a true fiduciary for our clients.


SpiderRock Advisors rounds out our comprehensive suite of services as a comprehenive wealth management firm. They  specialize in delivering tailor-made option overlay strategies to investors. By seamlessly blending top-tier technology with deep derivatives expertise, they simplify the process for institutions and financial advisors who may incorporate option strategies into their client investment portfolios.