Capital Partners Wealth Management

Overview

Capital Partners Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm advises individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its client-facing fee structure combines a percentage-of-assets model with the option for hourly charges. The adviser does not position itself as a capital allocator, is not a multi-state or pension consultant, and does not identify as an active ESG investor. The firm lists an insurance company among its industry affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices