Capita Partners & Wealth Advisors

Meet Your Capita Team!

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated levels of service to all of our clients. We work collectively to serve your goals and help you meet your financial future with confidence.

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There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.

Explore The Guided Path SERIES

Topics Discussed:

  • Income Planning
  • Social Security
  • Investing
  • Tax Planning
  • Estate Planning
  • Business Owners
  • Charitable Giving
  • Insurance

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The network you need. Reach out and have our team align your goals with a proven strategy!