Who We Are

A dynamic team of financial experts each with unique strengths and diverse perspectives, united in delivering personalized, thoughtful guidance.

About &Partners


Your Accounts Are Held with Fidelity
A Trusted Custodian

We partner with Fidelity Institutional®, one of the largest and most respected financial institutions in the world, to safeguard your assets.

As a custodian, National Financial Services LLC (NFS), a Fidelity Investments company, holds your investments securely in your name. 

They are responsible for:

  • Providing account protection and security
  • Generating statements and tax documents
  • Settling trades and holding cash or investment positions
  • Ensuring transparency and regulatory compliance

Fidelity’s scale, technology, and reputation offer our clients confidence that their assets are safe and accessible, 24/7.

While your relationship is with Capone &Partners, Fidelity’s platform ensures seamless trade execution, asset protection, and trusted recordkeeping.

A decorative scene from Wall Street for Capone Financial Advisor's Fidelity accounts section.

Let’s have a thoughtful conversation to understand where you are, where you want to go and determine how we can move you forward with confidence.

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