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Why Capital

Re-Defining Transparency & Access

Clear. Objective. Fiduciary Advice.

Dedicated to Transparency. Open to Conversation.

Capital offers a multitude of Fee Arrangements, including Menu-Based and Subscription Services. Our founding principles are rooted in keeping you educated, maintaining transparency, and performing the prudent services you require at the most efficient fee option for your unique situation. 

Our approach is focused on unbiased investment recommendations and providing impartial recommendations. We manage your investment portfolio with your best interest at heart.  To achieve our promise of transparency we are committed to strict practices of:

          • Maintaining industry and regulatory fiduciary standards.
          • Full access to our professionals with no limitation.  
          • Quarterly or Semi-Annual Meetings – In person or over the phone.
          • Financial planning services that serve as a road map toward your future. 
          • Clarity in our explanation of complex financial products.  We’ll sit and talk for as long as it takes to ensure clarity and comfort.
          • Weekly news letters like our popular “Global Markets Down & Dirty”
          • Timely responses and a proactive work ethic that makes us constantly available.  
          • Understandable investment statements – monthly, quarterly and annual.
          • Regularly updated website content that is educational and helpful in nature.

Subscription Lifestyle & Retirement Planning

``People need solutions, not obstacles. Financial conversations are the foundation of a strong understanding of how to solve the complexities unique to them``

Planning Your Pace and Path

Subscription Planning

Your Pace | Your Path

 

An innovative approach to Lifestyle and Retirement Planning for Individuals and their Families. By implementing the convenience of modal “subscription” fee structures, we are able to provide comprehensive planning services in a budget friendly manner. A VERY popular arrangement that allows the partnership agreement to be fulfilled over time. 

A great way to obtain sophisticated and high level planning!

Menu Based ``Fee for Services & Solutions``

Pro Services. Flat Fees.

“A La Carte”

Designed for the Working Professional

We offer “Menu-Based” or “Fee for Service” pricing options for Professionals and their Families. Select best fit services.

What do you NEED? Reinforce your vision. Gain Confidence. Then adjust as necessary w/o ongoing fees.

No contracts or Asset minimums. Just Fiduciary Advice. 

Everyone should have ACCESS to a Financial PROFESSIONAL.

INTEGRITY

This Practice was born out of a shared vision to build an objective, client-centric, boutique firm focused on individuals, their families and their businesses. We take a holistic approach to wealth management with a well-constructed financial plan as a primary basis for our advice. 

INDEPENDENCE 

Through Independence, this Firm was founded upon a desire to advise and steward best interest solutions and services that, at their foundation, represent the standard of excellence of the trust placed in us by the individuals, families and businesses we partner.