Our mission is to create the freedom to live life without the thought of money. Imagine not having to worry about how the next political move will impact your retirement. It’s reasonable to have concerns about what the markets are doing this year. Our clients know that we are helping to address those concerns in their retirement planning. That’s the type of freedom we seek to create. We want you to be able to relax and enjoy retirement.
Our mission is to create the freedom to live life without the thought of money. Imagine not having to worry about how the next political move will impact your retirement. It’s reasonable to have concerns about what the markets are doing this year. Our clients know that we are helping to address those concerns in their retirement planning. That’s the type of freedom we seek to create. We want you to be able to relax and enjoy retirement.
Partner and Financial Advisor
Partner and Financial Advisor
Wealth Advisor
Financial Planning Specialist
Financial Planning Specialist
Portfolio Specialist
Financial Planning Specialist
Portfolio Specialist
Financial Planning Specialist
Portfolio Specialist
Internal Consultant
Financial Planning Specialist
Internal Consultant
Internal Consultant
Internal Consultant
Internal Consultant
FEG has been providing investment solutions and services for more than 25 years. FEG specializes in designing and managing sophisticated, institutional-caliber portfolios.
Their services include capital markets research, fund manager due diligence, asset allocation, and portfolio management. Clients include university endowments, public and private foundations, nonprofit organizations, corporate retirement plans, banks, broker-dealers, insurance companies and financial advisors, including the financial advisors at Capitol Associates LLC.
Through our relationship with the Advanced Planning Group*, a service of New York Life, we work hand in hand with the in-house team of specialists in tax, law, life insurance, accounting and charitable giving.
Our planning process allows our local team to get to know you and your dreams; for family, business and community legacy. Then, we work with the professional team of over 20 support staff and your local advisors to design a customized plan that meets your objectives.
*The Advanced Planning Group does not provide tax, legal, or accounting advice
Eagle Strategies an established leader and innovator, assembling the operational resources, technological solutions and broad selection of products and services needed to deliver a seamless experience to our clients. They enable us to leverage our collective size to secure advantageous pricing and execution. Moreover, they allow us to preserve our autonomy, flexibility and entrepreneurial vision.
New York Life Insurance Company, a Fortune 100 company founded in 1845, is one of the largest mutual life insurance companies in the United States and the world. With a 170-year history of financial strength, stability and humanity, New York Life is a highly rated mutual life insurance company that has built a 170 year business around the objective of bringing certainty and financial security to its policy holders.giving.
*Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/17/16. For methodology, please see http://fortune.com/fortune500.
*A.M. Best(A++), Fitch Ratings(AAA), Moody’s Investors Service(Aaa), Standard & Poor’s (AA+). The financial strength of New York Life Insurance Company applies only to its insurance products and not to investment products, which are subject to market risk and fluctuation in value. Source: Individual third-party rating reports as of 6/9/2016. Ratings pertain to both New York Life Insurance Company and New York Life Insurance and Annuity Corporation.
Fidelity Investments, is a family managed and privately held company with more than 70 years of financial services experience. NFS, as a Fidelity subsidiary, is able to leverage the capital, resources and expertise of the Fidelity organization, one of the world’s largest financial services companies.
National Financial Services (NFS) is a subsidiary of Fidelity Investments and a premier clearing firm in the financial services industry. NFS has a well-established reputation as a partner to their clients by making available a range of services designed to support their needs. NFS provides clearing, custody, and trading execution services on the Investment Advisory platform available to the clients of CA Wealth Management.
Envestnet is a leading provider of integrated portfolio, practice management and reporting solutions to financial advisors and institutions. Its open architecture platform encompasses a broad range of institutional-quality research, investment products and advisory resources. With a mission to transform wealth management for the benefit of investors and the advisors who serve them. The firm levels the playing field by providing solutions previously available only to the institutional community. Envestnet services and resources to CA Wealth Management clients, through an arrangement with Eagle Strategies.
Understand and clarify your life and financial goals—then create a tailored financial plan designed to help make your goals possible.
Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.
Provide discipline, perspective and guidance to help you stay focused on the long term and on track towards achieving what is most important to you.
