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Solutions

Our Solutions

Create the Right Mix of Financial Solutions to Fit Your Lifestyle

Design

Financial Planning*

Vanguard has quantified that behavioral coaching is worth 1.5% - we can’t help manage your behavior when there isn’t a financial plan in place that clearly identifies life goals. This is one of the most important components to any successful advisory relationship. We provide a complementary plan using eMoney an industry leading software that allows us to see a 360 degree view of what you current look like against your life goals. Here are a few key areas we focus on.

  • Manage Behavior to the Financial Plan
  • Review Distribution Sequence
  • Ensure you do not outlive you money
  • Taxes

This process uncovers current and potential future issues.

*Vanguard Advisor’s Alpha Donald G. Bennyhoff, CFA; Fancis M. Kinniry Jr., CFA June 2016

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Build

Investment Management*

Asset Class Investing are academically based portfolios are constructed with the aim of capturing the returns of the global bond and stock markets to help clients reach their long-term goals.

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Protect

Estate Planning

You worked hard building your estate, so don’t let bad timing, exorbitant estate taxes or the economy destroy it. At CA Wealth Management, we work with you to establish multigenerational wealth.

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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

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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

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