Skip to main content

  Client Login

301-581-4108 Request an Appointment

  • About Us 
    • About CAWM
    • Our Philosophy
    • Our Ideal Clients
    • Our Advisors
    • Giving Back
  • Solutions 
    • Financial Planning
    • Investment Management
    • Estate Planning
  • Resources  
    • Mitch’s Insights
  • Contact

 

 
 
 

    You are here

  1. Home
  2. Request an Appointment

Request an Appointment

APPOINTMENT REQUEST

Contact Our Experts and Find Out How We Can Help You Financial Solutions

Together We Can Make Your
"Someday" Possible

1 Do You Have the Plan That’s Right for You?

2 Do You Have Confidence Your Portfolio Will Get You There?

3 How Do You Stay on Track?

You face many important questions and decisions about your future. Let us help you preserve your hard-earned wealth and start building your financial legacy.

About Us

Who We Are
Our Ideal Clients
Our Advisors
Giving Back

Solutions

Financial Planning*
Investment Management*
Estate Planning

Resources

Mitch’s Insights

Client Login

Wealth ManagementSolution
Envestnet
NYLife Secutities
529
Annuities
Life Insurance
Account Summary

Contact

Capital Associates
6901 Rockledge Drive, Suite 500
Bethesda, Maryland 20817

301-581-4108
  Send Us a Message

Rob Ugiansky
robert@capitalassoc.net
(800) 601. 5281

Mitchell Katz
mkatz@capitalassoc.net
(800) 601. 5281

© Capital Associates. All rights reserved. | Disclaimer

Newsletter Sign Up

 

© 2023 CA | Wealth Management. All rights reserved.