Our Mission is simple: To work with you by providing innovative & practical financial strategies.
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.
- Unwavering Loyalty
We are loyal to our clients, our cause, each other, and our firm.
Together is better, and a team will consistently outperform an individual. Therefore, we seek ways for everyone to win. After all, teamwork makes the dream work.
- Service To Others
We believe in servant leadership by putting the interest of others first and are committed to providing exceptional client outcomes and positive community impact.
- Committed Development
We are committed to constantly striving to be better.
We strive to help you secure your financial well-being and face the future confidently, to pursue the long and fulfilling life you deserve.
We are committed to building inclusive, professional excellence and maintaining a continuous learning culture.
Our culture encourages our associates to feel comfortable bringing their whole selves to work.
Our team is passionate about the business and committed to our clients by upholding the highest standards you expect.
Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide range of financial products and services.
Whether developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.
We look forward to helping you take control of your financial future.
Working with us
We don’t start by asking how much you earn; we begin by learning who you are.
In fact, money is more than money because it encompasses our hopes, fears, and dreams. That's why we offer a humanistic and holistic approach to financial advice that considers the whole you.
With honesty, openness, and optimism, we create a plan that's your own True North. Because, at Capitalwise, an excellent financial plan starts by knowing who you are.
We're on a mission to help people build fulfilling futures.
At Capitalwise, we work hard to earn your trust and have the experience and stability you need, plus innovative strategies to get you where you want to be. Our commitment to know and guide you means we will always put your best interests first.
Your well-being is essential and doesn't begin or end with your finances. It starts with you and is always about you. We understand that you are the most crucial factor in your financial and overall well-being.
From the start, our financial professionals will guide you toward a personalized strategy to help you make smart financial choices and build a portfolio to help you confidently live your life. We know the path to financial success begins by getting to know who you are and what matters to you most.
Whether saving for retirement, investing in stocks and bonds, or other options, we only focus on the products that best fit your unique needs.
- Educate you on your options
Our team members hold professional designations while prioritizing education and transparency, demonstrating their expertise to ensure you have the knowledge and resources needed to achieve your financial goals. Through one-on-one consultations, we can educate you on investment options that empower you to make informed decisions about your financial future.
- Provide clear recommendations
We understand that financial stability is just one aspect of living a fulfilling life. That's why we provide personalized financial recommendations tailored to your unique circumstances and goals. So whether you're planning for retirement, saving for a significant purchase, or investing in your future, our team is committed to helping you achieve financial success and ultimately live a meaningful, fulfilling life.
- Understand your situation
The most important work we do is getting to know who you are.
- Respect you and your assets
There are reasons for the decisions you've made so far. We listen, learn and build on your existing assets, respecting but not replacing the choices you have made.
- Track your progress
We believe in giving you the knowledge and time you need to understand performance and progress toward the goals you have communicated to us.
- Face the future together
As your goals change over time, your financial strategy should as well. With advice designed for you and products built to meet your needs at every stage of life, we help you secure your well-being so you can live the life that's most meaningful to you.