Our Services

CAP Partners is committed to helping clients reach their individual financial goals. We are an independent practice--ensuring objectivity in providing advice and maintaining accountability for the advice given. This philosophy keeps our clients' best interests as the top priority. By developing a comprehensive plan today, we can help you improve your financial outlook for tomorrow.

Investment Management

Our asset management services include portfolios customized to your stage in life--whether you are working with young children or getting ready for retirement.  Our custodian for assets, Charles Schwab, is premier in the industry and provides great service and tools for our clients. 

Financial Planning

Our financial planning is a comprehensive 5 stage process that addresses all parts of your financial life and utilizes our online wealth management tool eMoney as your real-time financial plan.