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.

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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.

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Structured Strategy

Build a robust, personalized plan using our complementary expertise.

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Ongoing Accountability

Guarantee disciplined follow-through with regular, proactive reviews.

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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.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

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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.

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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

Insuring Your Business With a Buy/Sell Agreement

Inflation & Retirement

Managing an Inheritance

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?