Wealth Management Team

The Wealth Management Team (WMT) is CAP Partner's own networking group representing varied industries from insurance, accounting, and estate planning to life coaching and lawn care. 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:

Some of the expertise we have on our team includes:

ATTORNEYS

Estate Planning & Commercial

ACCOUNTANTS

Tax Planning, Return Preparation, and Business Valuations

BANKING & CREDIT

Retail Banking Services, Lines of Credit, and Mortgages

TRUST ADMINISTRATION

Trust Administration and Estate Settlement

INSURANCE SPECIALISTS

Life, Health, Long Term Care, Disability, Property, and Casualty

REAL ESTATE

Buying & Selling of Properties and Property Management