Cassia Capital Partners is an independent, privately-owned company based in Winston-Salem, NC, dedicated to serving individuals, institutions, foundations, and other investment advisors. Their mission is to help clients achieve financial objectives through prudent investment allocations and strategic financial planning, aiming to positively impact lives through principled financial stewardship.
The team at Cassia Capital Partners consists of investment strategists and financial planners who offer thoughtfully constructed, liquid, and diversified investment portfolios tailored to meet clients' financial goals. They deliver investment solutions in a cost-efficient manner with periodic risk-adjusted performance reporting, emphasizing a clear, disciplined, and repeatable process to provide value predictably over time.
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