Our clients want to create and use wealth to plan for a life of meaningful experiences for themselves, their families, and their communities. These meaningful relationships all began with a simple introductory meeting.
Cash & Credit
Premium Interest Account – 3C Wealth Partners can help you manage your investment savings and cash management activities.
Personal Line of Credit – 3C Wealth Partners can help you with your borrowing needs with a market-leading “All-in-One” Lending product, along with conventional Personal Lines of Credit.
Mortgage Referral Service – 3C Wealth Partners can refer you for an appropriate mortgage solution.
At 3C Wealth Partners, we offer a variety of ways to help meet your complex financial needs. From our Managed Account Program to our Client Consultation Team, you can find the right solutions to meet your needs.
Life Insurance – Protect your family’s financial future and work toward your long-term goals with the security of the right amount and the right kind of modern coverage.
Health and Living Benefits – Prepare your financial strategy for life’s unexpected events by exploring the value of quality Disability and Critical Illness Insurance and how it can provide the funds to allow you and your family to recover from a major accident or illness without suffering financially.
Business Insurance – Is your business prepared for the unexpected? Whether there is an accident, illness or health costs for you or your key employees, you want your business to continue to be successful. A tailored portfolio assures that you have that peace of mind.
Stocks, Bonds, Mutual Funds, & ETFs
Stocks – We believe stocks, and in many instances, the mutual funds that own them, are an important part of wealth accumulation.
Bonds – Fixed income investments are an important part of a well-diversified portfolio and we also believe that these assets need to be actively managed.
Mutual Funds – For many busy clients, actively managed mutual funds may serve their Goals best, especially if they’re looking for meaningful diversification and globally competitive returns.
Exchange Traded Funds – With an ETF, you can invest in a broad market segment or the market as a whole, passively participating in the ebbs and flows of the markets they are linked to while minimizing investment management fees.
Retirement & Education Planning
3C Wealth Partners helps you find the right tools to save and stay on track for your retirement plan. We have many options to help you save for the next generation’s education plan.