CAPITAL PARTNERS WEALTH MANAGEMENT

Overview

Capital Partners Wealth Management operates as an independent, privately owned registered investment adviser focused on individual and family clients. The firm charges fees based on a percentage of assets under management and also bills hourly for certain services. Its advisory menu highlights financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator. An industry affiliation with an insurance company is noted, which aligns with the use of insurance-linked products in client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices