Live Life by Design, Not by Default
Capital Associates was founded in 1998. Having worked independently early in our careers, we noticed an industry that marketed in-house proprietary investments layered in high fees. The industry focused on the money not the client with little to no planning. Agreeing that there had to be a better way, we felt strongly that if we could help our clients clearly define and prioritize their goals, design an investment strategy to meet those goals, and help protect their assets for future generations, we would have a message that resonates. With almost 40 years of combined industry experience our firm continues to help our client achieve their life goals.
“We are the Chief Financial Officer for the very personal business of You.”
- Financial Planning
- Investment Management
- Estate and Tax Planning
- Behavioral Coaching
- Coordination with other Advisors
We know the world of investing is complex, full of jargon, and loaded with fees . As a firm, we champion a disciplined and academically grounded Investment Strategy that combines Financial Planning* and Relationship Management to manage your wealth allowing you to live the lifestyle you want without outliving your money.
Simply put – everything we do is designed in an effort to help you enjoy clarity with respect to your individual financial goals.
This is accomplished through our three-step consultative approach: Design, Build, Protect- The foundation of everything we do.