Wealth Management Team
The Wealth Management Team is comprised of select independent professionals in the Nashville area whose services are essential to the completion of client's comprehensive financial plans. By leveraging the expertise and capabilities of the Wealth Management Team, 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:
Attorneys |
Estate Planning |
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Commercial |
Accountants |
Tax Planning & Return Preparation |
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Business Valuation |
Banking & Credit |
Retail Banking Services |
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Lines of Credit & Mortgages |
Trust Administration |
Trust Administration |
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Estate Settlement |
Insurance Specialists |
Life, Health, Long Term Care, Disability |
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Property & Casualty |
Real Estate |
Buying & Selling of Properties |
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Property Management |