Building Your Future, Together
Every family’s story is unique. We take the time to understand yours — your goals, your challenges, and the future you envision. Our family wealth planning process is built on true collaboration, so that as life changes, we’re right there with you, helping guide every financial decision along the way.
- Portfolio management tailored to your goals
- Estate and legacy planning
- Cash-flow guidance and budgeting
- Integrated tax-aware strategies
- Ongoing financial advice as life evolves
At Kapanek Wealth Partners, we believe true family wealth planning goes far beyond investment accounts. It’s about helping families create the life they imagine for themselves, with confidence and clarity. That means providing guidance not only on portfolios, but also on estate strategies, tax planning, and the everyday cash-flow decisions that shape your future.
Our approach is intentionally high-touch and boutique. We don’t try to be everything to everyone; instead, we develop deep, personal relationships with the families we serve. As your circumstances evolve — whether it’s a new career, a child’s education, or preparing for retirement — we see ourselves as partners in that journey. It’s a process of true collaboration: you bring your vision, and we bring the expertise, so that together we can adjust and adapt as life unfolds. The result is a financial strategy that’s not only sound on paper, but genuinely aligned with the values and aspirations that matter most to you.
Our Process
Step One
Discovery Call
What life is the life that you want? We Learn about your stage of life, cash-flow needs, and comfort with risk.
Step Two
Plan Creation
We find various places your future can end up, then discuss the paths to those different places
Step Three
Implementation
We are your guide down the chosen path. We will both communicate changes along the way.
Step Four
Ongoing Guidance
When priorities shift or life throws uncertainty your way, we will evaluate, adapt, and find a new best path.
In discovery, we get to know you, and you get to know us. We want to find if we are a good fit for each other. We start by understanding your picture—goals, cash-flow needs, timelines, and constraints—along with the “why” behind them. We map upcoming life events (college of yourself or a child, purchase of a home, a period of unemployment, retirement) and your comfort with risk so the plan reflects real life, not just a model.
Life is all about making tradeoffs. Can you retire two years early? Can you spend more money on traveling with your family now? Will you be able to afford the lifestyle you want when you retire? A plan is about choosing which things is most important to you personally, and our solid portfolios will enable you to keep the most things possible. We will break down the investing and planning discussion into plain English so decisions stay aligned and easy to revisit.
We put the plan to work with care: tax-aware transitions, cost/fee checks, and disciplined trading and rebalancing. Wherever possible we place assets for tax efficiency, and keep you informed about what changed and why. And you will also keep us informed to changes in your situation, because…
Life evolves. So does your plan. We will have annual strategic meetings and event-driven check-ins, track progress to goals, and adjust for new cash-flows, markets, and tax law. Because we’re intentionally high-touch, you always have a partner to think with before decisions become urgent.