Capital Partners Wealth Management

Overview

Capital Partners Wealth Management is an independent, individually owned registered investment adviser that serves primarily individual and family clients. Its fee arrangements include both a percentage-of-assets model and hourly charges, and its advisory services center on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm does not identify as an ESG investor and is not positioned as a multi-state or pension-consulting adviser. It maintains an affiliation with an insurance company, which likely informs some product access or distribution capabilities.

Assets & Accounts

Investments & Alternatives