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Bank / Wealth / TrustRIA · CRD 130762SEC-Registered

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Capital West Partners

Capital West Partners was established in 2004 as an Arizona wealth manager. It delivers investment advisory services, financial planning, investment...

Overview

Capital West Partners was established in 2004 as an Arizona wealth manager. It delivers investment advisory services, financial planning, investment management, and portfolio management. The firm serves individuals, high net worth individuals, and related trusts, estates, and institutions.

General information

Firm type

Bank / Wealth / Trust

Year founded

2004

Location

Region

North America

Country

United States

City

Tucson

Corporate office

Tucson, AZ, United States

Frequently asked questions

What services does Capital West Partners provide?

The firm provides investment advisory services, financial planning, investment management, and portfolio management.

Which clients does Capital West Partners serve?

It advises individuals, high net worth individuals, and related trusts, estates, and institutions.

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