Client Advocacy Partners (CAP) is a group of Advisors that are committed to furthering their knowledge and seeking creative and timely planning solutions for their clients.
As an active part of CAP, we leverage the experience of eight selected leading advisors throughout the nation who collectively oversee more than a billion dollars in assets.
As a member of CAP, your Advisor has access to the accumulated experience of these professionals who are analyzing and implementing advanced financial strategies on a daily basis. CAP's expertise and collaborative approach gives us intellectual depth that adds value to our individual practices and most importantly to the clients we serve.
Gardner Wallace Financial Solutions - Addison, TX
Melnick Rosenbaum Wealth Management - Hunt Valley, MD
Estate Strategies, Inc. - Wayne, PA
Condon Sullivan Wealth Management & Planning - Boston, MA
Independence Financial - Oshkosh, WI
Royal Alliance Associates, Inc. - Bellevue, WA
Total Financial Concepts, Inc. - Tinton Falls, NJ