Personalized Financial Services Since 1986

Our Expertise

We work with Individuals and Institutions
Client Services

Wealth Management, Insurance, and Retirement Planning

Client Portal

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Financial Professionals

Financial Advisors and Financial Institutions

Is your current portfolio exposed to the level of Market Risk you are comfortable with? Many times, how we feel may differ than our level of exposure. Click the link to find out what your TRUE Risk Tolerance level is.

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. We put together a fully comprehensive Retirement Plan to help build the quality life you are looking for in retirement.

Over our many years in business, we’ve developed an approach for our clients that is simple, yet sophisticated and comprehensive. When choosing a financial partner for your retirement goals, its important to have one that can see the total picture and understand how everything ties together.

We specialize in maximizing your social security, managing your wealth and portfolios, tying in the right forms of insurances, building your estate plan, and fueling your charitable gift giving in retirement.

  • Wealth Management

    Fee-Only, Tactical Money Management

  • Insurance Services

    Life Insurance, Long Term Care and Annuities

  • Retirement Planning

    Combining all assets together to fund a quality retirement

  • Estate Planning

    Asset Protection, and Gift Giving

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