Our Firm
Capital Asset Management Group, Inc. was founded in 2000 with the goal of working with, and helping to guide, our clients to identify and navigate through the complexities of their financial and investment needs. We work closely with our clients to help achieve financial security through setting personalized financial goals and implementing financial strategies that will help them meet their objectives.
Whether your goals involve building wealth through investing, planning for a comfortable retirement, providing current income while in retirement, or protecting your estate's assets, we can help you develop and implement a roadmap to help you reach your goals.
The process we follow for each of our clients consists of:
- Gathering information and analyzing your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance
- Designing a financial strategy that takes into account the full range of needs you have now and those needs you may have in the future; and
- Periodically reviewing your strategy, consulting with you to make appropriate adjustments, and assisting you in keeping your plan on track
We have earned our reputation of excellence by;
- listening to our clients
- learning about our clients
- analyzing information from our clients
- teaching strategies that are beneficial for our clients
- implementing those strategies that best address the needs of our clients
- periodic strategy reviews and meetings throughout the year with our clients
We strive to help each of our clients create financial;
STABILITY
SECURITY
INDEPENDENCE
"together...soaring to new heights"