YOUR FINANCIAL WELL-BEING IS OUR SHARED VISION

Essentia Capital Partners is an investment advisory firm serving 500+ high networth individuals, families, and financial advisors. We specialize in asset diversification, tax-efficient wealth preservation, and generating passive income, primarily through real estate.

You are truly financially independent when your passive income exceeds your living expenses. Essentia helps you get there.

OUR PROMISE TO YOU

At Essentia we're investors ourselves. Our approach is to view the investment landscape through your eyes – and serve as your trusted partner every step along the way. 

Let’s build prosperity together.

THE KIND OF INVESTMENTS WE LIKE

INCOME PRODUCING

ASSET APPRECIATION

TAX EFFICIENT

SOCIAL AND ENVIRONMENT IMPACT

In addition to the above characteristics, we prioritize assets where we can unlock intrinsic value, offering both a margin of safety and the potential for outsized returns.

INSIGHTS INTO OUR STRATEGY

Learn Posts
US Treasury Love Affair 

With today's treasuries whispering sweet nothings of 5% returns, who wouldn't be tempted to flirt with the idea of a risk-free romance? It’s the financial equivalent of a steady relationship in these volatile times.

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Navigating the Complexities: A Strategic Approach in Real Estate Investment

Every day, navigating the news landscape as a real estate investor is challenging. The headlines, often designed to captivate and shock, promise guidance but sometimes lead us into uncertainty and doubt.

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Is it Better to Retire with Savings or Income?

Should I retire with savings or income? This is one of the most important fundamental questions every investor needs to answer for themselves. Yet most people never even consider the decision. Why? As I've written before, retirement planning is broken.

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How Much Should You Invest in Real Estate?

Look to the Wealthy for Clues. Many high-net worth investors and financial experts consider real estate to be the ideal investment — specifically commercial multifamily real estate.

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High Interest Rates. Inflation. Recession. No Problem.

The Ideal Investment for the Next 10 years is Essentia Self Storage Offering IV The last 15 years were not normal. Many investors under the age of 40 can’t fully comprehend this. It’s not their fault. We all have the tendency to engage in recency bias.

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Real Estate is Dead. Long Live Real Estate.

The best time to invest in real estate was 15 years ago. The second best time is now. Shortly after leaving Google in 2007, I found myself looking for a safe, income generating investment that could also appreciate and help build wealth over time.

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WE’RE HERE FOR YOU

We're investors, too. We know how important it is to work with the right partners. At Essentia we pride ourselves in being responsive to your needs: timely answers and replies, regular reporting, transparency, and tailored advice are at the forefront of our services.