Capital Asset Management

At Capital Asset Management, we are dedicated to helping affluent individuals and families manage their wealth effectively. Our commitment is to provide comprehensive solutions that cater to your unique needs and goals. As an independent, multi-family office, we offer unbiased and objective counsel, focusing solely on the interests of our clients.

Our Expertise

We have years of experience in wealth management, and our approach is centered around a comprehensive understanding of your financial situation and life objectives. Our services are designed to protect and enhance your wealth, providing you with peace of mind and financial security. We believe that wealth management should be tailored to each client's specific needs, defined objectives, and distinct circumstances.

Our 7-Step Process

We have developed a 7-step process that ensures a thorough understanding of your financial situation and life goals. This process begins with client discovery, where we get to know you and what is important to you. We then map your wealth to your objectives, create an investment policy, construct a customized asset allocation strategy, manage risk, plan your estate, and continuously monitor and review your progress.

Investment Advisory Services

Our investment advisory services are at the core of our process. We believe in a detailed understanding of your investment time horizon, special needs, legacy positions, and risk tolerance. This understanding allows us to create an investment policy that governs current and future investment decisions. We construct a customized asset allocation strategy that is diversified across market sectors, focusing on tax efficiency and the impact of legacy positions.

Risk Management

Protecting both current and future assets is crucial to effective wealth management. Our analysis extends beyond evaluating the sufficiency of traditional insurance protection such as life, disability, long-term care, and liability coverages. We utilize the proper business structures, trust techniques, and ownership registrations to significantly impact the viability of your plan.

Estate Planning

Together, we create a plan to protect those closest to you, create opportunities for future generations, and support causes you find most meaningful. We illustrate how your wealth will be distributed and evaluate whether all relevant documents are in place. By using various trusts, planned giving, and other techniques, we seek to minimize estate taxes and accomplish your objectives.

Why Choose Us?

At Capital Asset Management, we are committed to helping you achieve the goals you have set for yourself and future generations. Our singular commitment is to the clients we serve, and we believe that unity is strength. When there is teamwork and collaboration, wonderful things can be achieved.