The Wealth Management Team (WMT) is CAP Partner's own networking group representing varied industries from insurance, accounting, and estate planning to travel agents and life coaching. This is a team we know, like, and trust. By leveraging the expertise and capabilities of the WMT, CAP Partners is dedicated to advancing our client's goals and preserving their best interests. Some of the expertise we have on our team includes the disciplines below. To search for recommendations from this group, please click here!
The expertise we have on our team includes:
Essential advisors specializing in the core architecture of wealth, business setup, tax optimization, and legacy planning.
- Accountant / Bookkeeping
- Business Attorney
- Estate Planning & Probate Attorney
- Family Law Attorney
- Self-Directed IRA Specialist
- Tax Attorney
- 401k Provider
Key partners focused on managing active cash flow, financing for major purchases, and safeguarding assets against unexpected risks.
- Bank Services (Retail/Commercial)
- Medicare & Health Insurance (Personal)
- Property & Casualty (Personal & Commercial)
- Residential Mortgages
- SBA Loans
Strategic partners dedicated to commercial growth, business brokerage, workforce solutions, and real estate transactions.
- Business Broker
- Business Consultant / Outsourced CFO
- Closing & Real Estate Attorney
- Employee Benefits / Group Health
- Employment Recruiter
- Realtor (Residential & Commercial)
- Technology Consultant / Custom Audiovisual Systems
Trusted professionals focused on physical well-being, personal development, and overall quality of life.
- Assisted Living Advisor
- Chiropractor
- Health & Nutrition Coach
- Life & Business Coach
- Travel Agent