The Capital Management Group | Investment Advisors
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We listen to you first.

After we know your unique needs, we get to work on your custom plan.
Ultimately, The Capital Management Group’s sole focus is to deliver high-value, independent advice that is based on the best interests of our clients. We live and breathe to, very simply, keep our clients healthy, wealthy, & Financially Fit™.
FINANCIAL PLANNING
A Comprehensive Investment Advisory Solution
A client-centric and holistic approach that integrates investment management to accomplish all your goals, no matter how complex.
  • Cash Flow & Debt Planning
  • Educational Funding & College Planning
  • Federal Benefits & Military Planning
  • Profit Sharing Plans
  • Risk Management Planning
  • Household Tax Planning
  • Social Security Optimization
  • Multi-Generational Planning
  • Domestic Partnership & Same-Sex Planning
  • Real Estate Holdings/Income Planning
  • Stress Test Simulations & Monte Carlo Analysis
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BUSINESS PLANNING
Maximizing Your Biggest Asset
Our Business-Owner Planning approach assists high-income executives, professionals, and small business owners plan for and implement a lifetime income strategy that seeks to provide financial independence during retirement.
  • Succession Planning
  • Buy-Sell Planning
  • One-Way Buy Sell
  • Cross Endorsement Buy-Sell
  • Cross Purchase Buy-Sell
  • Entity Purchase Buy-Sell
  • Key Person Plans
  • Corporate Split Dollar Plans
  • Section 457(f) Non-Qualified Deferred Compensation Plans (NQDC)
  • Section 162 Executive Bonus Plans
  • Supplemental Executive Retirement Plans (SERP)
  • Deferred Compensation Plans
  • Director Fee Continuation Plans (DFCP)
  • Corporate-Owned Life Insurance (COLI)
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RETIREMENT PLANNING
A Roadmap to Retirement
Our Retirement Planning services involve evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual’s retirement years can span decades, retirement planning dominates other financial goals. A successful plan put into place during the wealth-building lifespan should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.
  • Guaranteed Income Streams
  • Tax-deferred Retirement Planning
  • Qualified Brokerage Accounts
  • Traditional IRA
  • Roth IRA            
  • SEP IRA
  • Educational IRA
  • Simple IRA
  • 401 (k) Planning
  • 403 (b) Planning
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RISK MANAGEMENT
Proactivity Prevents Reactivity
  • Permanent Life Insurance
  • Long-term Care Planning
  • Chronic Illness Planning
  • Disability Income Planning
  • Buy-Sell Agreements
  • Key-Person Agreements
  • Cross-Purchase Agreements
  • Split-Dollar Programs
  • Third-Party Premium Financing
  • Ownership Succession Plans
  • Exit Strategy Planning
  • Mergers & Acquisitions
  • Business Valuations & Multivariable Forecasting
  • Bank-Owned Life Insurance (BOLI)
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TAX PLANNING, & SERVICES
Dedicated (customized/personalized) Guidance
Our Tax & Estate planning services create a master plan for tax-efficient management of your property during your working life, a strategy to provide you with maximal income during your retirement years, and the vehicles to distribute your wealth to your heirs and loved ones, all according to your exact wishes, through our expertise in tax-deferral, tax-advantaged investing, multi-state and multi-generational tax planning.
  • Income Tax Planning
  • Income, Gift and Estate Tax Returns
  • State & Federal Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Corporate Tax Preparation and Planning
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INVESTMENT MANAGEMENT
Our Bespoke Investment Approach
  • Portfolio Management
  • Custom Portfolio Construction
  • Investment Taxation Consulting
  • Income Investment Strategies
  • Access to Capital Markets
  • Impact Investing
  • Fixed Income
  • Alternative Investments
  • Premium Financing
  • Cash Management Solutions
  • Securities Backed Lines of Credit
  • Mobile & Online Banking
  • Custom Credit Solutions
  • Hedge Funds
  • Real Estate & Tangible Assets
  • Private Equity
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ESTATE & TRUST PLANNING
 Advanced Planning for Multi-Generational Families & Unique Situations
  • Spousal Access Trust
  • Dynasty Trust
  • Irrevocable Life Insurance Trust (ILIT)
  • Charitable Remainder Trust (CRT)
  • Qualified Terminal Interest Trusts (QTIP)
  • Generation-Skipping Trusts (GST)
  • Credit Shelter Trusts (CST)
  • Qualified Personal Residence Trusts (QPRT)
  • Grantor Retained Trusts (GRT)
  • Family Limited Partnerships (FLP)
  • Wealth Replacement Trusts (WRT)
  • Trust Services
  • Charitable Planning
  • Multi-Generational Wealth Planning & Legacy Planning
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CHARITABLE & PHILANTHROPIC PLANNING
A Tax-advantaged methodology to Support your Beliefs
  • Lifetime Gifting Strategies
  • Strategic Philanthropy
  • Foundations & Grantmaking
  • Donor-Advised Funds
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CORPORATE ADVISORY & CONSULTING
 Structure, Grow, Optimize, and Sell Your Business for Maximum Value
  • Business Start Up, Counsel and Corporate Governance
  • New Business Operational Guidance
  • Start-up Advisory
  • M&A Consulting
CLICK HERE TO LEARN MORE
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​The Capital Management Group
​5335 Wisconsin Avenue NW, Suite 950
Washington, DC 20015
PHONE​ (202) 655-2125
FAX (202) 690-8161
​EMAIL  admin@capaitalmgmtgroup.com
HOURS  Monday-Friday: 8:30AM-5:30PM (EST)

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​DISCLOSURES

The Capital Management Group and its Investment Adviser Representatives may only transact business in states that it is properly licensed, excluded, or exempted from the District of Columbia’s Investment Adviser or Investment Adviser Representative licensing requirements; and follow-up, individualized responses provided to persons in a state where the Investment Adviser or its Investment Adviser Representatives are  involved in either effecting or attempting to effect transactions in securities, or rendering of personalized investment advice for compensation, will not be made without compliance with the District of Columbia’s Investment Adviser and/or Investment Adviser Representative licensing requirements, or an applicable exemption or exclusion.
  • Home
  • Our Firm
  • Our Approach
  • Our Services
  • Contact Us
  • Client Portal
  • IBKR Account Access