A complete list of active advisors currently associated with Capital Partners Wealth Management

Warmer can help you find a great advisor at Capital Partners Wealth Management or one who fits your needs even better.

Capital Partners Wealth Management is an independent advisory firm that serves individual and high‑net‑worth clients, reporting roughly $53.1 million in discretionary assets under management across about 204 client relationships. The firm provides comprehensive financial planning, investment consultation, and ongoing portfolio management, and also offers complimentary educational workshops on personal finance and investing. The firm combines fundamental and technical analysis to construct customized portfolios using ETFs, equities, fixed income and REITs, and offers both passive and active management approaches on a discretionary or nondiscretionary basis; clients may impose reasonable account constraints. Notably, the firm employs structured investment products—primarily structured notes—as a core element of its strategies, in addition to conventional asset classes. Distinctive aspects disclosed in the brochure include an affiliated insurance agency under common control and a principal who is a licensed insurance agent appointed with multiple carriers, with commission and renewal compensation when insurance or annuity products are purchased. The firm also discloses a January 2026 consent order from the Washington Department of Financial Institutions addressing balance sheet and recordkeeping deficiencies, with agreed fines and investigative costs.

To learn more about the advisors currently working at Capital Partners Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Christopher Reid profile photo Christopher Reid
Issaquah, WA
8
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