Wealth Capital Partners is a wealth management firm in Evanston, IL, serving individuals, families, and small businesses across the North Shore, Northfield, and surrounding communities. Founded in 2003, the firm provides comprehensive financial planning and investment management services, including retirement planning, estate planning, tax-advantaged accounts, insurance solutions, and asset allocation strategies. The team, led by David Harrison, CFP®, brings decades of experience in securities and financial advising, focusing on personalized strategies to achieve long-term financial independence and peace of mind. With a 5.00 rating based on client feedback, the firm emphasizes integrity, performance, and risk management in every client relationship.
Wealth Capital Partners operates through its affiliation with NewEdge Securities and NewEdge Advisors, LLC, enabling it to offer a broad range of financial products such as stocks, bonds, mutual funds, ETFs, annuities, retirement plans, and alternative investments. The firm’s services extend to both individual and business clients, with specialized offerings including 529 plans, custodial accounts, profit-sharing plans, and private credit opportunities. The team, including David Harrison and Ryan Harrison, combines diverse expertise to deliver customized financial solutions grounded in thorough market knowledge and client-centered service.
Located at 522 Keeney Street in Evanston, the firm sits just a short walk from Megowen Park and Hinman Park, both within a tenth of a mile. It is situated near Chicago Avenue and South Boulevard, with the South Boulevard train station just a short distance away. The Evanston Fire Department Station #22 is also within a quarter mile, placing the office in close proximity to key local infrastructure.
Wealth Capital Partners maintains a strong digital presence with well-documented information and a website that search engines can read clearly, contributing to its visibility and credibility. The firm’s consistent and accurate online footprint ensures it is easily found by those seeking financial guidance in the region.
As a trusted financial advisor in Evanston, Wealth Capital Partners combines deep local roots with professional expertise, helping clients navigate complex financial decisions with clarity and confidence.