About Us
Our
Story
At Amir Wealth Partners, we believe that every family deserves access to the kind of financial education that can change their life trajectory — because too often, our education system doesn’t prepare us for the most critical financial decisions we’ll face. Our mission is to walk with you through those decisions, providing clear, values-driven advice rooted in biblical financial wisdom and time-tested strategies.
We specialize in helping business owners, high-net-worth individuals, Boeing employees, employees with stock options, pre-retirees, retirees, and families of faith create a cohesive, purpose-driven financial plan. That means not just investments, but the integration of tax planning, estate strategies, and — where desired — faith-based financial planning that reflects your personal convictions.
What makes us different is our collaborative approach. We work side-by-side with your CPA and attorney to align every part of your financial life with your goals. This triad approach ensures that your investment plan, tax strategy, and estate documents all work in concert — not in silos. We take the time to truly understand what matters most to you, and we help you live that out through intentional, intelligent planning.
Clients often tell us they feel confident, safe, and proud after working with us — like they finally have a plan that fits them. That’s our goal. We care for our clients like family, and we walk with them for the long haul.
As a fiduciary and fee-based firm, we are legally and ethically committed to offering personalized advice, loyal guidance, and transparent planning — always with your needs and goals as the driving force behind every recommendation.
My journey into wealth management began with a deep appreciation for the responsibility we carry through our financial lives — to care for our children, our parents, and our communities with wisdom and generosity. The Bible contains thousands of verses on money, stewardship, and giving, and these principles shape the way I serve clients every day.
My own story is rooted in that legacy. “Amir” is a title of leadership and honor in Persian culture, and my great-grandfather embodied those values. He was an influential and generous man in Iran’s parliament, known for helping those in need. Years ago, an elderly Iranian man recognized my name and told me how much he respected my great-grandfather’s kindness. That moment stuck with me.
My grandfather later came to the University of Nebraska–Lincoln, intending to study agriculture so he could return to Iran and run the family’s garbanzo bean business. But life had other plans — he met my grandmother, a small-town farm girl from Nebraska, and chose instead to stay in the United States and raise a family. That story of love, faith, and rooted values continues to inspire how I lead Amir Wealth Partners today.
Before becoming a wealth management advisor, I spent nearly a decade in technology sales, managing complex negotiations and learning to listen deeply. I eventually worked with a trusted wealth management advisor to help diversify my stock options from previous roles — guidance that proved essential when a contractor mishandled an asbestos issue in our home shortly after our wedding. That experience showed me the real power of planning and the peace it can bring in uncertain moments.
In addition to my work as a wealth management advisor, I’m also a real estate investor, which gives me hands-on perspective into the opportunities and risks that come with property ownership, cash flow management, and long-term wealth building through real assets. I bring that real-world insight into my planning conversations with clients — especially those interested in integrating real estate into their broader financial strategies.
I hold the Accredited Asset Management Specialist℠ (AAMS®) designation from the College for Financial Planning, which provides advanced education in investment strategies, asset allocation, tax-aware planning, and retirement income distribution. This designation equips me to serve clients with a deeper level of technical insight and a holistic approach to financial strategy. I also hold the Series 65 license, which holds me to the fiduciary standard — requiring transparency and a commitment to always placing the client’s goals at the center of the process.
Today, I live in the Black Hills of South Dakota with my wife Katelyn, a financial analyst and part-time dance teacher. We have two dogs, Charlotte (a Bernedoodle) and Benelli (a German Shepherd-Husky). As an Eagle Scout, I spend as much time as I can hiking and camping in the Black Hills, I also organize my church softball team in the summers.
I love getting to know what truly matters to my clients — and helping them craft creative strategies to build a life of purpose, impact, and enduring wealth.
Meet our Founder
Garrett Amirehteshami, AAMS®