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 a small, independent advisory practice that provides comprehensive financial planning, investment consultation, and ongoing portfolio management to individual and high-net-worth clients. The firm operates as a solo advisor and also offers periodic educational workshops on personal finance and investing. The firm’s investment process blends fundamental and technical analysis and constructs portfolios using ETFs, equities, fixed income and REITs, with both passive (Modern Portfolio Theory–oriented) and active management options. It also employs structured investment products — including structured notes as a core strategy — and manages accounts on both discretionary and nondiscretionary bases. Notable differences from many peers include an affiliated insurance agency and a principal who is a licensed insurance agent, discloses devoting a portion of time to insurance activities (including commissionable annuities and insurance products), and acknowledges the resulting potential conflicts of interest. The firm also discloses prior involvement in related real estate ventures and associated litigation and highlights complimentary client seminars, a service less commonly offered among similar independent advisors.
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 |
|---|---|---|
Issaquah, WA
| 8
|
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