Capitalwise wealth management

Proactive wealth management advisors ready to help you grow.

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We are a financial firm focused on life and family

At Capitalwise Wealth Management, our focus is working with high-net-worth families and select businesses to help simplify Retirement, Estate Planning strategies, Investments & Risk management so they can focus on what's important.

Our Services

Providing comprehensive financial planning strategies.


Portfolios that align to your goals


Plans like 401(k), IRA and 403(b) made simple


Peace of mind for you and your family


Specifically tailored you and your future

Where we focus

Oil & Gas

Working with Oil & Gas Professionals to help make the best decisions for retirement and benefits plans.

Physicians & Attorneys

We understand practitioners have specific needs and are here to help you make the most of your practice.

Business Owners

Helping Inter-generational family business, medical or dental practices, & law or accounting practice partners.

Individuals & Families

A portfolio strategy for accredited investors and high-net-worth individuals (HNW) to help achieve financial success.


Investment advisory products and services for foundations, endowments, and nonprofit organizations are integral to our practice.

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Capitalwise Team group photo in lobby.

A message from our Founder and Managing Partner

At Capitalwise, we believe our clients deserve a dedicated team of professionals who can provide access to the best resources and help them navigate their financial journey. We aim to ensure you get the most out of our relationship."

Small headshot for Ryan Wells, Managing Partner & Financial Consultant.
Ryan Wells
Founder & Managing Partner