Our Clients
We serve a wide variety of clients, offering them customized wealth management services.
Who We Can Help
At Condor Capital, we serve clients from various walks of life. Whether you're nearing retirement or facing significant life changes, our wealth management team is here to help you navigate your financial journey.
Here are some of the types of clients we work with:
Retirees or Nearing Retirement
Providing services to those planning for or living in retirement.
Young Professionals
Supporting financial growth of those early in their careers.
Life Changes
Helping clients navigate financial challenges during major life events.
Windfall Wealth
Providing expert advice for those who have come into sudden wealth.
Business Owners and Executives
Tailored services for high-net-worth individuals and business leaders.
Non-Profit Organizations
Assisting non-profit organizations with financial management.
Those Who Have Placed Their Trust in Us
Most of Condor’s clients seek our professional investment management services because they do not have the time or desire to manage their portfolios on a day-to-day basis.
However, our services can be appropriate for clients in a variety of situations. Depending on your stage in life and portfolio size, you may need different investment management and financial planning advice.
$500,000
Client Asset Minimum
Years of Experience
Assets Under Management
Clients Served
Start Managing Your Investments Professionally
Get in touch with our experts for a no-obligation consultation.