Capital Synergy Partners® (CSP) was established in 1998 to harness the powerful synergy between the life insurance industry and the securities industry. Our web site is here to offer both our clients and their advisors a convenient, reliable and secure method of managing and maintaining personal and business information, as well as locating and downloading current forms, marketing materials and updates, 24 hours a day, 7 days a week.
Capital Synergy Partners enables our advisors to be client driven not product driven. We believe that to successfully serve the high net worth client our financial advisors must be able to offer an unbiased broad spectrum of life insurance, annuities, long term care insurance, complete general securities services, direct placement investments, trust services, retirement plans and fee based investment advisory services backed by a highly professional and experienced back office.
Our Mission
We are dedicated to building and strengthening the independent practices of established life insurance and financial planning professionals, enabling them to secure and manage the assets of high net worth clients.
Our Vision
A national coalition of experienced, independent life insurance professionals with comprehensive investment service capabilities to completely serve the financial needs of high net worth clients and closely held businesses.