Backed by 57 years experience in financial services, C/B Asset Strategy Partners offers clients financial services designed to help increase wealth acquisition and decrease unnecessary expenditures — including: Tax, Wealth, Business, and Real Estate Planning.
Understanding that wealth and financial security take on a variety of forms, our financial strategies span across all Asset classes, ensuring that each plan receives an actionable approach optimized to reach your future and current financial goals.
To better serve you and your business, C/B Asset Strategy Partners operates with our network of trusted partners as needed — all of which carry individualized approaches and expertise in their respective fields.
Why C/B Asset Strategy Partners?
As a small business, we share many of the same concerns and obstacles faced by entrepreneurs and other small to mid-size business owners. In turn, we incorporate this shared experience within our financial strategies, striving to identify any and all opportunities to improve your profit margin.
Throughout our careers as financial planners and investment strategists, we noticed a common theme among all of our clients: they only sought financial planning as they were transitioning out of their businesses.
Recognizing this, we saw the necessity to introduce financial investments during the earlier stages of their business’ lifecycle, introducing new strategies for growth as well as retirement planning.