Personalized Financial Services Since 1986

Our Expertise

We work with Individuals, Industry Professionals and Plan Sponsors

Make Financial Sense Workshops

Hands On Adult Education Training and Retirement Planning

Future Clients

Wealth Management, Retirement, Financial Planning and More

Financial Professionals

Financial Advisors and Financial Institutions

Plan Sponsors

Third Party Administrators, 401(k) Plan Participants

Current Clients

Access your online website and portal here.

When was the last time you updated your Risk Tolerance Level with your 401(k) Plan, IRA, or other Financial Advisor?

How We Service Our Clients

“We are continuously faced with great opportunities brilliantly disguised as unsolvable problems.” ~ Lee Iacocca
Trusted Client Services Since 1986

Whether you’re a first-time investor or an experienced one, Capital Management Services has strategies to help you meet your financial goals.

Over our many years in business, we’ve developed an approach for our clients that is simple, yet sophisticated and comprehensive. Here are the many areas of your financial life where we can assist:

  • Wealth Management

    Investing, IRAs, 401(k)s

  • Retirement Planning

    IRAs, Social Security, Insurance, Taxes

  • Life Events

    Savings for a House, College, or other Big Life Event

  • Estate and Trusts

    Asset Protection, Inheritance

The Capital Management Team

Team of experts across a generation
Uploaded image

Jim Gissy

CEO- Registered Investment Advisor
Contact Jim- Phone: 636.207.5829 Email:
Uploaded image

Bill Sherman

Registered Investment Advisor
Uploaded image

Joseph Gissy

Registered Investment Advisor
Contact Joseph- Phone: 310-773-6923 Email:
Uploaded image

Tony Roylance

Registered Investment Advisor
Contact Tony- Phone: 636.207.5829 Email:

Want to stay current with the latest news and other financial information?

Latest News and Recent Blogs

Get in touch

Please feel free to send us a message below