Danielson Tate Capital Partners | Personalized Wealth Management

Financial Confidence Grown From Genuine Partnership

It's not just a strategy. It's personal.

As active leaders right here on the Northshore, we blend sophisticated financial expertise with the honest, personalized service you expect from a trusted partner. We simplify complexity so you can make confident decisions that align with what matters most.

Schedule a Consultation

The Danielson Tate 360 Process

We replace uncertainty with structure. Our three-step process that ensures your strategy is comprehensive, accountable, and moves forward as surely as your life does.

Discovery & Blueprint

Establish a complete financial snapshot and clarify your goals.

Learn More

Structured Strategy

Build a robust, personalized plan using our complementary expertise.

Learn More

Ongoing Accountability

Guarantee disciplined follow-through with regular, proactive reviews.

Learn More

New Offering as Pull Quote Treatment

One-Time Financial Plan Review: Need focused guidance without committing to a full partnership? We offer a comprehensive financial plan and review session for $2,500. Contact us to learn more.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Learn More

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Learn More

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Learn More

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

our mission:

Trusted advisors striving to provide financial peace of mind through a structured approach designed to help our clients pursue and achieve their financial dreams.

Have a Question?

Name

Email

Address

Question

Thank you!

Oops!

Financial Confidence Grown From Genuine Partnership

It's not just a strategy. It's personal.

The Danielson Tate 360 Process

Discovery & Blueprint

Structured Strategy

Ongoing Accountability

New Offering as Pull Quote Treatment

Helpful Content

Split Annuity Strategy

What to Look for in an Extended-Care Policy

Best-Performing Asset Classes

8 Timeless Principles of Investing

our mission:

Trusted advisors striving to provide financial peace of mind through a structured approach designed to help our clients pursue and achieve their financial dreams.

Doug Tate, ADPA®, CLU®, CRPC®, CHFC®

Michelle Holmes

Rick Danielson

Have a Question?