Broker Check

Wealth Management

A relationship with one of Capital Advisory Group, Inc.'s Wealth Advisors begins with a Discovery conversation...

We ask about your goals, help you evaluate their probable success and then determine how we can help you achieve them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan.

Our Wealth Management Process is: Discover your current situation, previous investment experiences and desired objectives... Then;

Strategically develop a plan to achieve your desired results... Design the portfolio... Review it with you and Implement our recommendations.

After a thorough discovery process with each individual client, we determine the next steps needed from a financial planning perspective. Once the client reviews and accepts our recommendations and investment strategies and the need for us to assist with the required services, we begin developing their financial plan.

To execute the plan, we leverage the intellectual capital of our years of knowledge and experience. We develop a strategic asset allocation and a range of investments including cash, fixed income, equities and alternatives.

Through it all, we offer attentive service and personal counsel. And as a client’s goals change, we can adjust his or her wealth management plan accordingly. Our services cover a wide range of areas concerning the management of your wealth including:

  • Investment Management Services ... Comprehensive Financial Planning ... Retirement Funding Strategies
  • Educational Funding Strategies ... Retirement Plan Consultations and Setup ... Tax and Estate Planning

We Will Take You There...