Capital Insight Partners

You worked hard to secure your wealth.

Our first priority is to protect what you entrust to us. As a thoughtful, caring steward, we help those with more than $2 million plan and invest for their financial goals.

Our family office services include financial planning and comprehensive global wealth management for individuals and business owners.

CIP believes a well-crafted financial plan expresses your most meaningful values and goals. Our process allows your goals to become clear and your actions focused, allowing you to proceed with confidence.

Life is unpredictable. It is our goal for you to go forward with a sense of confidence. With Capital Insight Partners, you have a team of professionals by your side to guide you through life’s challenges and uncover opportunities. Planning for life’s unexpected events:

  • Career change, whether expected or unexpected
  • C-suite executive compensation
  • Caring for aging parents and subsequent Inheritance
  • Loss of a spouse
  • Divorce

Over the course of a series of meetings, our team works to define your immediate and long-term goals. Our team will carefully craft and refine your plan. Planning areas may include:

  • Personal money management
  • Tax planning
  • Estate planning
  • Retirement planning
  • Business planning and consultation
  • Education planning
  • Charitable giving
  • Insurance assessment and risk management
  • Life insurance
Staff meeting with a client to discuss financial planning strategies

CIP believes a well-crafted financial plan expresses your most meaningful values and goals.

Over the course of a series of meetings, our team works to define your immediate and long-term goals. Our team will carefully craft and refine your plan. Planning areas may include:

  • Personal money management
  • Tax planning
  • Estate planning
  • Retirement planning
  • Business planning and consultation
  • Education planning
  • Charitable giving
  • Insurance assessment and risk management
  • Life insurance
A man and a woman sitting at computers discussing financial plan

Collaboration

Throughout the planning process, recommendations are provided to you from Donna E. Woodruff, CERTIFIED FINANCIAL PLANNER™ along with the investment management team with the intention of helping you flourish.

In addition, we actively collaborate with the other trusted accounting and legal professionals in your life to help you towards achieving both your immediate and long-term financial goals.

Visit our Investment Management page to learn more.

Our team will contact you throughout the year to review your financial situation and note if any changes have occurred that may impact your plan.

Continued follow-up will help ensure you stay on track towards your goals. Once a sound plan is crafted, the next critical part of the process is to monitor the results.

Contact Us

Interested in more information? Reach out and let’s explore how we can support you in achieving your financial goals.

Get in Touch