Our Services
What Financial Services do we offer?
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.
Wealth Management
We provide customized wealth management services designed to help you manage your wealth effectively. Our experienced team will work closely with you to understand your unique financial goals and create a custom-tailored investment strategy to help you achieve them. At Capitalwise, we offer a comprehensive range of services, including, but not limited to, asset allocation, risk management, and portfolio rebalancing. Our team of financial advisors aims to help you optimize your return on investment while minimizing risk. With access to a wide range of investment options and experience with both traditional and alternative investments, we can help you build a diversified portfolio designed to stand the test of time. Contact us today to schedule a consultation and learn more about how our wealth management services can benefit you.
Tax Strategies
High-net-worth portfolios often require tax-efficient investment strategies to help maximize deductions and credits while identifying opportunities to minimize the overall tax burden. That's why our wealth management team offers a full range of tax planning strategies to help you make the most of your money. At Capitalwise, we stay up-to-date on tax changes and work directly with you to take advantage of all available tax-saving opportunities. In addition, our financial advisors can also help you minimize taxes on your income and estate and recommend effective philanthropy and charitable giving strategies to help you achieve your personal and financial goals. Contact us today for a one-on-one tax strategy consultation and learn more about how our wealth management services can work for you.
Financial Planning
We understand you have unique financial needs that require specialized planning and attention. Capitalwise's financial planning services are designed to help you meet your financial objectives and plan a more secure financial future. Our team members, who are CERTIFIED FINANCIAL PLANNER™ professionals, will work with you to understand your current situation, identify your financial goals, and develop a customized plan to help you achieve them. Capitalwise's comprehensive financial planning services include high-net-worth, retirement, estate, tax, risk management, and investment planning. Working directly with you, we take a holistic approach to consider all aspects of your financial situation to ensure your plan aligns with your overall objectives. Contact us today to schedule a consultation and learn more about how our financial planning services can benefit you.
Retirement
At Capitalwise, we understand that retirement planning is not a one-size-fits-all endeavor. However, our retirement planning services can help you achieve financial independence. We offer various services to meet your needs, including 401k rollovers, IRAs, estate planning strategies, and more. Our team members, who are CERTIFIED FINANCIAL PLANNER™ professionals, will work closely with you to understand your current situation, identify your retirement goals and develop a customized plan to help you achieve them. Our comprehensive retirement planning services include an assessment of your current savings, retirement income projections, and risk management. We'll also work with you to identify potential gaps in your plan and recommend strategies to help you reach your goals. So contact us today to schedule a consultation and learn more about how our retirement planning services can give you financial confidence.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Statndards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
