SERVICES

FEE-ONLY FINANCIAL PLANNING

A financial plan serves as a blueprint to help you achieve your long-term goals. We provide custom, fee-based financial planning services that are always driven by your best interests.

INVESTMENT MANAGEMENT

Our approach to investment management seeks to capitalize on opportunities while minimizing risk — always with an eye on your long-term goals.

SPECIAL NEEDS PLANNING

The financial and emotional toll caring for a child with special needs can be overwhelming.

MULTI-GENERATIONAL PLANNING

At CapWealth, we understand that building and maintaining wealth is about more than living comfortably today. It’s also about leaving a lasting legacy for those who matter most.

TRUST PLANNING STRATEGIES

Having an estate plan in place is vital to ensuring the long-term security of your loved ones. Working with The Private Trust Company, we share a commitment to help you and your family pass on your wealth that meets your financial objectives and retains family harmony.

Long-Term Care Planning

Without proper planning, an unexpected need for long-term care can be catastrophic to your finances and retirement savings. We help you plan today to cover potential long-term care expenses.