Capital Preservation Partners, Inc.

About Capital Preservation Partners, Inc.

<p>In the village of Bronxville in Westchester County just north of New York City, Capital Preservation Partners, Inc. works with individuals, families, small businesses, and institutions on investment management and retirement planning.</p> <p>The firm is an independent, fee-based wealth advisor and takes on a fiduciary role for clients. As of 2026, it reports $0.3B in assets under management.</p> <p>For employers, Capital Preservation Partners supports retirement plan oversight and can act in a 3(21) capacity, providing investment advice to plan fiduciaries. Its work includes retirement planning, 401(k) plan support, customized pension plan design, and estate planning, with guidance tied to both near-term priorities and longer-range goals.</p> <p>What sets the firm apart is its focus on long-term, hands-on relationships that keep planning, investment decisions, and retirement plan advice connected as client needs change over time.</p> <ul> <li>Fee-based wealth management and financial planning</li> <li>3(21) investment advice for employer-sponsored retirement plans (<a href="/plan-advisors">plan advisors</a>)</li> <li>401(k) plan guidance and ongoing support</li> <li>Customized pension plan strategies</li> <li>Estate planning coordination</li> </ul>

Website: https://www.cpp.bz/services