About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Who We Serve

No matter your life stage, our professionals are here to offer personalized financial plans that strive to meet your needs.

Our Services


Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.

Clarity of Purpose with Kuhn Capital Partners

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Kuhn Capital Partners Custodian – Charles Schwab & Co.

For over 35 years, Schwab Advisor Services has been all in for the independent investment advisor. Their support, services, and technology are built to enhance the client relationship and offering of Kuhn Capital Partners.

*The use of the Charles Schwab logo should not be construed as a recommendation, endorsement of, or sponsorship by Schwab.

Our Team

Risk Assessment

Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your financial professional develop an investment strategy that’s right for you.

Everyone has a Risk Number.

Let’s find yours.

Does My Portfolio Fit Me?