Out of an abundance of caution our physical office is currently closed, and staff and advisors are working remotely. We remain available to support you, however. If you need anything—for example, to open an account, deposit or withdraw money, or submit paperwork—please contact us. You may also access your account information electronically by logging into Investor360°.
Welcome to Capital Management Partners, LLC, and Teacher Retirement Solutions, LLC.
Our mission is to serve as a trusted advisor by providing skills and resources toward wealth accumulation, management, and preservation.
401(k) Services
We take the time to understand your objectives and design a retirement plan program that provides your employees with the greatest value and, to the extent possible, reduces your administrative responsibilities.
Individual Investors
Our first meeting can be considered a discovery process. We will learn what your long-term and short-term financial goals are, and then, together, we will determine if we would be a suitable resource for you.
Teachers
The financial professionals of Teacher Retirement Solutions, LLC (TRS), specialize in providing independent financial guidance and strategies to educators, administrators, and their families throughout New England.