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

Stakeholders Capital | Financial Planning

Stakeholders Capital specializes in impact investing, working with our clients to create portfolios that reflect people’s values.  We allocate 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 provides comprehensive, fee only, wealth management services including:

Financial Planning

  • Retirement
  • Taxes and Estates
  • Trusts
  • Insurance Analysis
  • Philanthropy
  • Next Generation Wealth Transfer
  • Education

Investment Management

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

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