PRIVATE WEALTH MANAGEMENT
YOUR SUCCESS IS OUR SUCCESS
Many advisors talk about customization; for us, it means something different. We do not believe that simply putting you in a model portfolio based on your risk tolerance or age is enough. For an advisor to truly design an appropriate portfolio, the advisor needs to understand your goals, such as future income needs, lifestyle ambitions, or the desire to leave a legacy to the next generation. Our Advisors will always consider the significance of all your assets and available income sources – such as real estate, private holdings, qualified accounts, family wealth, Social Security, pensions, and more – as well as the expected impact of income and estate taxes, both today and in the future. We always evaluate all of these elements, factors, variables, and much, much more before we recommend a single investment.
Our private wealth management services begin and end with the relationships we share with our clients. Unlike many "advisors", who only offer proprietary products or pre-built model portfolios for their clients, we collaborate with high-net-worth individuals like you to develop fully-custom investment, empirically-based, strategically designed, tactically-adjusted, private wealth management playbooks.
WE PUT OUR MONEY WHERE OUR ADVICE IS
We take our roles as trusted advisors seriously. At The Capital Management Group, we believe an advisor should always be on your side. We will never recommend anything that we wouldn’t invest our own money in. We use strategies and techniques developed over multiple market cycles. We don’t just talk the talk – we walk the walk. Every day, we affirm our clients’ trust and confidence in our approach to your personal finances
NO MATTER WHAT YOUR GOALS ARE, WE’LL HELP YOU GET THERE
Every service we provide has one primary purpose – to help advance our client’s individual financial goals. Your specific objectives help us construct a bespoke portfolio tailored to meet your needs. Before selecting any assets for your portfolio, we undergo a thorough discovery process to understand your desired returns, income needed to support your current lifestyle, future liabilities, desired liquidity, tolerance for risk (including possible loss) and other important factors.
At the Capital Management Group, every engagement we have includes a private wealth advisory team that is composed of individuals whose core competencies are focused on investing, individual & corporate taxation, risk management and financial planning focused on NET, not just gross, and who are dedicated to YOU and YOUR success.
YOU’RE MORE THAN JUST A CLIENT
Your experience working with us will be different than what you’ve had with other firms. We see you more as a partner than a client. You’ll have a seasoned wealth management advisor as your day-to-day contact, one who will always be available to discuss investment strategies, answer questions or connect you with the appropriate subject-matter expert on your team for the best possible advice. We cater to your level of understanding about investing and your desire to be involved in how your assets are invested. Do you want to be more hands-on and be involved in every decision? Do you want us to take care of everything and provide you with frequent updates? Or would you prefer something in between? We will work in the way that’s most comfortable for you.
WE EDUCATE, AND COMMUNICATE
In addition to monthly or quarterly in-person meetings, our Advisors are always connected - available to talk or meet with you. We require our Advisors to maintain regular and close communication with clients to regularly evaluate how ever-changing life circumstances might inform your asset allocation or investment management strategy.We do not believe it is enough to simply advise a client. We believe in helping them execute on the recommendation by either working with a client’s existing team of professionals or coordinating with our in-house specialists for tax, legal or insurance needs.
WE TAKE OUR FIDUCIARY OBLIGATIONS SERIOUSLY
Some advisors are “dually registered.” This means they act like fiduciaries sometimes and investment brokers other times. It also means their compensation for investment advice can be tied to commissions, kickbacks or other ways that may not reflect your best interests. Other advisors are fiduciaries but have created their own financial products they then include in their clients’ portfolios. And some advisors have a built-in conflict of interest – they charge a fee to manage a portfolio, then recommend a product that pays them yet another fee.
Here at The Capital Management Group, you will know exactly how we are paid for our investment advice. We serve as a fiduciary on your investments in all cases, which means we are legally committed to only providing advice that is in your best interest. We have no proprietary products, and we never receive compensation from third parties for our investment advice.
Many advisors talk about customization; for us, it means something different. We do not believe that simply putting you in a model portfolio based on your risk tolerance or age is enough. For an advisor to truly design an appropriate portfolio, the advisor needs to understand your goals, such as future income needs, lifestyle ambitions, or the desire to leave a legacy to the next generation. Our Advisors will always consider the significance of all your assets and available income sources – such as real estate, private holdings, qualified accounts, family wealth, Social Security, pensions, and more – as well as the expected impact of income and estate taxes, both today and in the future. We always evaluate all of these elements, factors, variables, and much, much more before we recommend a single investment.
Our private wealth management services begin and end with the relationships we share with our clients. Unlike many "advisors", who only offer proprietary products or pre-built model portfolios for their clients, we collaborate with high-net-worth individuals like you to develop fully-custom investment, empirically-based, strategically designed, tactically-adjusted, private wealth management playbooks.
WE PUT OUR MONEY WHERE OUR ADVICE IS
We take our roles as trusted advisors seriously. At The Capital Management Group, we believe an advisor should always be on your side. We will never recommend anything that we wouldn’t invest our own money in. We use strategies and techniques developed over multiple market cycles. We don’t just talk the talk – we walk the walk. Every day, we affirm our clients’ trust and confidence in our approach to your personal finances
NO MATTER WHAT YOUR GOALS ARE, WE’LL HELP YOU GET THERE
Every service we provide has one primary purpose – to help advance our client’s individual financial goals. Your specific objectives help us construct a bespoke portfolio tailored to meet your needs. Before selecting any assets for your portfolio, we undergo a thorough discovery process to understand your desired returns, income needed to support your current lifestyle, future liabilities, desired liquidity, tolerance for risk (including possible loss) and other important factors.
At the Capital Management Group, every engagement we have includes a private wealth advisory team that is composed of individuals whose core competencies are focused on investing, individual & corporate taxation, risk management and financial planning focused on NET, not just gross, and who are dedicated to YOU and YOUR success.
YOU’RE MORE THAN JUST A CLIENT
Your experience working with us will be different than what you’ve had with other firms. We see you more as a partner than a client. You’ll have a seasoned wealth management advisor as your day-to-day contact, one who will always be available to discuss investment strategies, answer questions or connect you with the appropriate subject-matter expert on your team for the best possible advice. We cater to your level of understanding about investing and your desire to be involved in how your assets are invested. Do you want to be more hands-on and be involved in every decision? Do you want us to take care of everything and provide you with frequent updates? Or would you prefer something in between? We will work in the way that’s most comfortable for you.
WE EDUCATE, AND COMMUNICATE
In addition to monthly or quarterly in-person meetings, our Advisors are always connected - available to talk or meet with you. We require our Advisors to maintain regular and close communication with clients to regularly evaluate how ever-changing life circumstances might inform your asset allocation or investment management strategy.We do not believe it is enough to simply advise a client. We believe in helping them execute on the recommendation by either working with a client’s existing team of professionals or coordinating with our in-house specialists for tax, legal or insurance needs.
WE TAKE OUR FIDUCIARY OBLIGATIONS SERIOUSLY
Some advisors are “dually registered.” This means they act like fiduciaries sometimes and investment brokers other times. It also means their compensation for investment advice can be tied to commissions, kickbacks or other ways that may not reflect your best interests. Other advisors are fiduciaries but have created their own financial products they then include in their clients’ portfolios. And some advisors have a built-in conflict of interest – they charge a fee to manage a portfolio, then recommend a product that pays them yet another fee.
Here at The Capital Management Group, you will know exactly how we are paid for our investment advice. We serve as a fiduciary on your investments in all cases, which means we are legally committed to only providing advice that is in your best interest. We have no proprietary products, and we never receive compensation from third parties for our investment advice.
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Are you prepared for retirement?
You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
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