1808 Capital Partners
Financial Service
Why pick this one
1808 Capital Partners provides financial planning and portfolio management for business owners, families, healthcare professionals, retirees, foundations, and individuals.
Best for
- Business owners needing integrated personal and professional financial planning
- Endowments and foundations needing investment policy, spending policy, and portfolio support
- Healthcare professionals needing debt, practice, risk, insurance, and retirement planning
- Families seeking wealth management, legacy planning, or wealth transfer
- Clients seeking coordinated planning involving CPAs and attorneys
Specialties
- Business-owner retirement plans
- Business-owner wealth and investment management
- Endowment and foundation investment policy statement review
- Institutional-class manager selection
- Foundation spending policy and stewardship support
- Healthcare-professional debt management strategies
- Healthcare-professional practice management and business planning
- Family legacy planning and wealth transfer
- Estate and charitable planning
- Education planning
What makes them different
- Serves business owners, endowments and foundations, families and individuals, healthcare professionals, retirees, sudden-wealth clients, and women investors
- Foundation services include investment policy statement review, institutional-class manager selection, spending-policy support, and stewardship documentation
- Coordinates family wealth management with clients’ CPAs and attorneys
- Healthcare-professional planning addresses debt management, malpractice and other risks, practice expenses, estate planning, and retirement planning
- Uses a team approach to financial planning rather than relying on one advisor
Distilled from this business's own website.
Contact & Location
- Address
- 5 Corporate Center Ct, Greensboro, NC 27408-2033
- Phone
- 13368149803
- Website
- https://www.1808capital.com
Services
- Alternative investments
- Education planning
- Estate, charitable giving and trust planning
- Financial planning
- Investment solutions
- Portfolio management
- Retirement planning
- Wealth and investment management
- Banking and lending solutions
- Insurance and annuities
- Risk management
- Cash management
- Debt management