If our deep experience in wealth management has taught us anything, it’s this—building a legacy is a complex business. It involves, lawyers, CPAs and investment advisors. It calls for personalized financial strategies, integrated tax and income plan design, business management, cash flow and liquidity management, and more. And no one advisor can handle it all.
In fact, the only path to success is partnership—bringing you and all your trusted advisors together as a team, making the best use of diverse talents in a cost-effective manner. And that’s what CapWealth Advsiors does.
We don’t take the place of your advisors. Instead, we help them help you. We bring out the best in your advisors as we coordinate with them to achieve your legacy goals. If you need to establish a relationship with an attorney and/or CPA, we can help you with that too. We work with some of the very best in the state.