Opencircle Wealth Partners is a wealth management team operating under the trade name of Aligned Capital Partners Inc. (ACPI). The firm focuses on providing comprehensive financial planning and investment management services, particularly for families and individuals at a "life crossroads," such as retirement, business succession, or inheritance. Their approach is based on a 'three-circle model' that integrates personal, family, and business finances to create a holistic plan covering investment management, retirement planning, tax and estate strategies, and insurance solutions.

Founded in

United States