You need a wealth manager who’s capable of keeping up with you.
We live and breathe to keep our clients healthy, wealthy, & Financially Fit™.
We believe it’s not about the money, it’s about the purpose of money in your life. Financial planning needs to be simpler and more effectively communicated. The most important aspect of financial planning is helping investors learn about strategies that the financial industry utilizes but does not communicate to the public. We believe that in financial planning, as in life, there is always another perspective to consider, and for financial planning to be effective it must focus on each individual’s behavior. Through education and goal-oriented, result-driven planning, we can provide the confidence and strategies necessary for people to accomplish their goals and attain financial independence no matter where they are in life. We know that having the autonomy of independence allows us to always develop strategies for you that are always in your best interest, true to the fiduciary standard.
TYPES OF CLIENTS
FOCUSING ON THOSE THAT MATTER
For individuals or multi-generational families of significant wealth, our service extends beyond our investment and fiduciary expertise into every facet of financial life. Your situation is complex, and your story is completely unique. So, with a careful and thoughtful approach, we provide an overlay of services and capabilities, and consult with your existing advisors to ensure a well-coordinated, personalized plan.
TAKES ONE TO KNOW ONE
For most business owners, your business is your most significant asset, and the financial success of that business has an immediate impact on the economic stability of your family. Through comprehensively analyzing operational, financial, legal, and regulatory aspects of your business, we maximize your ability to tap the value of your business to support your retirement, your family, and your family’s next generation.
CORPORATIONS & INSTITUTIONS
MAXIMUM HUMAN CAPITAL SATISFACTION
For corporations, leadership wants not only to attract the best employees, but once they’ve done so, they want to keep them happy and provide them with incentives to stay. At Capital Management Group, we understand that every corporation is unique. That's why our process of developing, implementing, and providing your business with bespoke financial strategies (that provide your shareholders with maximum value and your employees with maximum job satisfaction).