We’ll Help You Achieve Your Financial Goals
At Condor Capital, we can manage your portfolio professionally and do all the heavy lifting for you.
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We compose wealth management strategies based on your investor profile.
We create comprehensive financial plans tailored to your needs and priorities.
We address retirement plans for small companies so they can focus on their business.
We facilitate the management of your day-to-day personal affairs to make your life easier.
Feeling Overwhelmed by Financial Decisions?
Worrying if you’re making the right investment choices
Investment decisions can feel overwhelming, especially with so much at stake. A clear strategy tailored to your goals can remove this stress.
Feeling uncertain about your financial future
Uncertainty about your financial future is common, but it doesn't have to be your reality. We'll help you build confidence in your financial path.
Lacking a clear strategy to grow and protect your wealth
Without a strategy, wealth management can feel aimless. A guided plan ensures your finances are working toward your goals.
Overwhelmed by market fluctuations
Market volatility can create uncertainty. We provide strategies to navigate these fluctuations with confidence.
Managing your finances shouldn't feel like navigating a maze.
Yet, with ever-changing markets and endless options, it's easy to feel overwhelmed and unsure.
Gain Clarity and Confidence in Your Financial Future
At Condor Capital, we understand the challenges you face. We're here to guide you through the complexities of wealth management, providing personalized strategies tailored to your needs.
Start a ConversationPeace of Mind
Navigate the financial world confidently, knowing you are making informed decisions backed by experts.
Optimized Wealth Strategies
Benefit from bespoke strategies tailored to your unique financial situation.
Personalized Guidance
Foster a relationship with advisors who genuinely care about your success.
We Understand Your Concerns
Navigating investments can be daunting. With countless options and the need to align with your financial goals, challenges arise. That’s why we offer clarity, strategy, and a tailored approach for you. At the heart of our success are the exceptional individuals who bring their expertise to your financial journey. Meet the team that makes it all possible.
Your Trusted Guide in Wealth Management
At Condor Capital, we've been committed to supporting our clients through the complexities of wealth management for over 30 years. With a skilled team holding credentials such as CFP, CFA, and CIMA, we’re here to provide expertise and guidance, helping individuals navigate their unique financial journeys with confidence and clarity.
What Defines Condor Capital
Key Facts That Reflect Our Commitment to Clients
A Fee-Only Investment Advisor
Condor Capital charges one fee and doesn’t sell proprietary products for commissions.
A True Fiduciary
As a fiduciary, we are required to work in our clients’ best interests.
Employee-Owned
Everyone has a stake in the quality of our work and the satisfaction of our clients.
Those Who Have Placed Their Trust in Us
At Condor Capital, we partner with clients who value expertise, strategy, and a long-term commitment to their financial success. Most of our clients seek us out because they don’t have the time or desire to actively manage their portfolios but want the confidence that their investments are in capable hands.
We provide professional guidance for a variety of life stages and portfolio sizes. Whether you’re preparing for retirement or seeking comprehensive financial planning, we tailor our services to meet your unique needs.
$500,000
Client Asset Minimum
Years of Experience
Assets Under Management
Clients Served
Working with us
Effortless Wealth Management in Three Simple Steps
Start a Conversation
Reach out to us. We're here to listen, understand your financial goals, and provide insights right from our first interaction.
Receive a Tailored Analysis and Proposal
We'll review your current portfolio overall financial picture and offer personalized recommendations based on your unique financial objectives. Once you're ready, we ensure a seamless transfer of your assets to our custodian account and implementation of your plan.
Strategic Investment, Ongoing Financial Planning, & Regular Check-ins
With your assets under our care, we strategically invest to align with your goals and provide ongoing financial planning. And our commitment doesn't end there. We continuously review and update your customized financial plan, and schedule regular meetings to review, adjust, and ensure your portfolio and plan are always on track.
We’ll help you simplify your life and prepare for the future.
Our dedicated team is here to assist you. Whether you have questions about your financial future or need personalized advice, don't hesitate to reach out. We're just a message away!
