Cardan Capital Partners

Cardan Capital Partners, LLC is an independent wealth advisory firm providing comprehensive wealth management and financial guidance to a select group of business owners and executives, high net worth families and corporate clients throughout the country. We act as our clients’ financial advocate and “personal CFO,” striving to organize and simplify life in a way that maximizes the enjoyment of wealth now and in the future. At Cardan Capital Partners, our mission is to provide our clients with the optimal path to wealth accumulation, retention and transfer of assets by creating and implementing strategies that are tailored to their unique goals. We offer a truly holistic approach to wealth management, addressing all aspects of our clients’ financial lives — from trust and estate planning, tax strategy and risk management to lending, retirement, education and charitable giving. As professionals, we continually strive for excellence by embracing the most innovative and progressive trends in the financial services industry. We offer you and your family a proactive, innovative wealth strategy: a thoroughly independent, unbiased approach that places your needs at the center of everything we do.

网站

https://www.cardancapital.com

Cardan Capital Partners的外部链接

所属行业

金融服务

规模

2-10 人

总部

Denver，CO

类型

私人持股

领域

Financial Planning、Strategic Portfolio Management、Investments、Philanthropic Objectives、Risk Profiles、Wills and Trusts、Retirement Plans和Institutional Services