Thoughtful, Balanced Wealth Advisory.
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.
In-depth and ongoing financial planning equips us to construct an investment strategy based on a thorough understanding of each client’s objectives, lifestyle and future plans. We implement this strategy through customized portfolios dynamically managed to preserve and grow wealth through all market environments and over the long term. Understanding that it is critically important, we coordinate with our clients’ other advisors — including attorneys, accountants and family office practitioners — to ensure that our collective advice is integrated.
As an independent wealth management and investment advisory firm, we are free to work with any of the financial industry’s leading companies. Unlike traditional firms, we are not tied to a single provider. We tap the widest scope of resources available, from institutional asset manager research to state-of-the-art consolidated reporting. We then leverage and customize those strategies and solutions to provide our clients a focused, boutique-level experience.