We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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How We Help
Contact us today to find out how we can help with your financial needs.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
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.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
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.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
17 Capital Partners, LLC (“17 Capital”) is a registered investment adviser located in Phoenix, AZ. 17 Capital may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. 17 Capital’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of 17 Capital’s web site on the Internet should not be construed by any consumer and/or prospective client as 17 Capital’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by 17 Capital with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of 17 Capital, please contact the state securities regulators for those states in which 17 Capital maintains a registration filing. A copy of 17 Capital’s current written disclosure statement discussing 17 Capital’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from 17 Capital upon written request. 17 Capital does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to 17 Capital’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through individually licensed and appointed insurance agents.
Mortgage and commercial lending products and services are offered through Geneva Financial, and sold through individually licensed mortgage loan originators, NMLS ID: 424448.