Services

We offer comprehensive wealth management services including financial planning, investment management, and impact investing expertise.

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Stakeholders Capital is a wealth management firm specializing in impact investing. We work with our clients to create portfolios that include asset allocation and manager selection. We invest across all asset classes, both public and private.

As financial planners we manage our clients’ cash flow and liquidity needs as well as plan for long term goals. Stakeholders Capital is a holistic wealth advisor that provides the following services:

Wealth Management Services:

Financial Planning

  • Tax and Estate Planning
  • Next Generation Wealth Transfer
  • Philanthropic Planning
  • Insurance Analysis
  • Education Planning
  • Retirement Planning

Investment Management

  • Asset Allocation
  • Tax Optimization
  • Impact Investing
  • Coordination with other financial professionals

Want to know more about our Financial Planning or Investment Management Services?