Awards
Forbes Best-In-State Team 2025
For the third consecutive year, Capital Wealth Advisors – now Eight Sixty Partners, has been recognized by Forbes as a Best-In-State Wealth Management Team.
Forbes Best-In-State Team 2024
Capital Wealth Advisors named to Forbes' list of Best-In-State Wealth Management Teams for 2024.
Forbes 2023 Best-In-State Wealth Advisors
Paul Vaida and Jared Bloxsom have been named to the Forbes 2023 Best-In-State Wealth Advisors list.
Our Team
At Eight Sixty Partners, our mission is to deliver personalized wealth management solutions that exceed our clients’ expectations while fostering long-term relationships built on trust, industry experience, and a relentless commitment to financial well-being.
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Robert Borkowski
Executive Vice President / Wealth Management, Financial Advisor
Robert Black
Executive Vice President / Wealth Management, Financial Advisor
Jared W. Bloxsom, CFP®, CRPC®
Executive Vice President / Wealth Management, Financial Advisor
Paul F. Vaida, CFP®
Executive Vice President / Wealth Management, Financial Advisor
Edward Blumenthal
Executive Vice President / Wealth Management, Financial Advisor
Richard Lawson
Senior Vice President / Investments, Financial Advisor
Andrew Lawson, CFP®, AWMA®
First Vice President / Wealth Management, Financial Advisor
Richard Cardinal, CFP®
Assistant Vice President / Wealth Management, Account Executive
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 13, 2025
A Skip, Not a Pause
Our Investment Strategy Group reviews the latest FOMC decision and what’s next for interest rates. Read more.
February 11, 2025
Making a Charitable Gift? Consider a QCD
Looking to make a charitable gift while maximizing tax benefits? A Qualified Charitable Distribution (QCD) could help you donate tax-free while satisfying your Required Minimum Distribution (RMD). Learn how this strategy can work for you.
February 05, 2025
Assessing the Credit and Economic Impact of the Los Angeles Fires
Janney’s municipal credit team has prepared an analysis of the credit and economic impacts of the wildfires in Los Angeles County. The report covers property tax challenges, municipal bond issuers, credit assessments, insurance implications, and key takeaways. Learn more.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.