How Can We Help You
We offer a wide variety of services all geared to help you with your financial goals.
Investment Portfolio Management
Our firm does NOT rely on any one type management style or manager for portfolio management. Bruce has specialized in customized portfolios to suit the qualified investor since 1987. Through Raymond James Financial and Charles Schwab as custodians, you have access to a variety of solutions, with invested assets of $100,000 to $20 million, at some of the lowest industry management fees for customized portfolio management.
Retirement Planning
Hilton Head Capital Partners, does NOT provide retirement planning; however, we can refer you to a professional in this area without a referral fee.
Insurance Strategies
Hilton Head Capital Partners, does NOT provide insurance planning or strategies for Life, Disability and Long-term Care protection; however, we can refer you to an appropriate insurance professional without a referral fee.
Tax Strategies
Tax planning is a complex and significant factor in your overall financial plan, and you should seek a qualified tax advisor. We do NOT provide tax or legal guidance but, we will be available to consult with them without charge.
Estate Planning
Our firm does NOT provide estate planning or guidance. You should consult with a qualified attorney to protect your family. We will be available to consult with them without charge.
Where Do You Want Your Future Financial Roadmap to Take You?
HILTON HEAD CAPITAL PARTNERS AND HILTON HEAD CAPITAL WEALTH ADVISORS, was formed June 2017, when Bruce B. Wood, founder and managing partner, left Wells Fargo Advisors, after 49 years as a banker and wire-house advisor, to enter the independent portfolio management industry.
This move has proven to be pivotal for our clients by forming a Registered Investment Advisory fee-only fiduciary firm (RIA). Thus, through his two custodians HHCP is capable to offer his successful and exceptional clients:
Much lower and flexible fees
Customized portfolio design and management
Custodial alternatives
Prompt personal support and attention
Extensive resources through our strategic partners
Our Services
Focused on You
Since we are not stockbrokers or recommend investment products for a commission, we can focus on your goals to establish long-term investment strategies through our fee-only based portfolios.
Now as a fiduciary and custom portfolio designers since 1987, we are capable to design portfolios to meet your unique investment needs to achieve your primary long-term family objectives. Our extremely low fees are achievable because we don’t have to support a larger firms’ useless departments and operations which require charging higher fees. Do you deserve EXPERIENCE?