Investing your money involves so much more than finding the right mix of assets. We understand the true meaning of the word diversification involves more than just what is in your portfolio. A properly designed wealth accumulation plan protecting against a changing tax and regulatory environment, hedging against major market corrects, and finding alternate sources of income that aren’t correlated with the traditional stock market centric investments that traditional wealth management has relied on.
As a fee only fiduciary we only do better when you do. We are proud to be among a very small percentage of asset managers in the country that tie our success to your success. The trend is growing, as it eliminates the inherent conflict of interest that a majority of asset managers have to buy and sell investment products for a commission. Our fee structure isn’t hard to understand, nor should it be, and that is the way we like it.
When you work with Capital Partners Wealth Management you know that every recommendation we make is designed to increase your bottom line. Our business model guarantees that we are always working in your best interest, giving you the peace of mind you need to focus on the truly important things in life.