How We Help
We’re With You Every Step of the Way
Depend on us to walk alongside you to help you realize your goals through every phase of life. We build trusted, lasting relationships with our clients and provide thoughtful solutions to your most complex needs to secure your financial legacy.
With a deep sense of community and broad experience across the country and in various industries, we’ve built a well-rounded, knowledgeable team to offer you expert perspective and personalized financial strategies.
Emberwood’s comprehensive breadth of services and solutions means every stage of life is covered. We advise on estate issues, education funding, philanthropic planning, tax issues, investments, insurance, and retirement based on your specific needs and aspirations so you can thrive financially.
Every client is at a different stage in life. Our experienced team can help you create a vision and road map for where you want to go, guide you along the way, and shape your future. Or we can advance a plan already in place to protect your wealth. As your partner, we’re by your side for all your needs.
Getting Started
Life Planning
Retirement Ready
Finding the Right Fit
At Emberwood Capital Partners, we believe in tailoring our services to meet the unique needs of each client. While our client qualifications serve as a helpful guideline, we understand that every individual’s financial situation is unique. That’s why we welcome the opportunity to discuss your personal circumstances to determine if we’re the right fit for you.
Our dedication to serving clients across a diverse range of financial backgrounds is at the core of what we do. However, we’ve found that our expertise aligns particularly well with individuals who have investable assets totaling at least $500,000 or maintain an annual household income exceeding $300,000. No matter your circumstances, we value every individual’s unique situation and welcome a conversation to explore how we can assist you in navigating your financial journey.
OUR WEALTH MANAGEMENT PROCESS
Organization
Visioning
Framework
Planning
Protection
Legacy
Igniting Your Financial Future, One Milestone at a Time
Every significant life event is an opportunity to shape your financial future. At Emberwood Capital Partners, we’re here to help you turn those moments into a brighter tomorrow. Whether you’re navigating a new path or building on your achievements, we’ll partner with you to ignite possibilities and create a lasting impact.
What’s sparking your journey today?
Cashflow
Aligning your income with your aspirations.
Insurance
Safeguarding what matters most.
Investment
Lighting the way to long-term growth.
Tax
Simplifying strategies to keep your finances on track.
Education
Building a solid foundation for the next generation.
Retirement
Designing the life you’ve worked hard to achieve.
Philanthropic
Fostering a legacy that inspires and gives back.
Estate
Preserving and protecting your story for years to come.
At Emberwood, we’re committed to helping you seize these moments and ignite the future you deserve.