The Capital Management Group Inc. is an independent, privately-held Registered* Investment Advisory & Private Wealth Management firm that specializes in executive financial planning, investment management, retirement planning, tax & estate planning, trust services. For businesses & institutions, our specialities include corporate advisory services regarding capital structure, capital raising, mergers, acquisitions, debt financing, and risk management.
Our mission is to serve our clients as a catalyst for positive change by helping them navigate and capitalize on the transformational forces affecting the world today.
Our intent is to be the best at what we do, not the biggest. The growth of our organization depends on our ability to maintain excellence in everything we do. To that end, we recruit only the highest caliber people to join our firm and accept nothing less than our best on each and every engagement.
Our team is intimate, but growing, team of financing, accounting, banking, insurance, valuation, transactional, and legal professionals. As a multidisciplinary team, we enjoy working together to approach problems from different perspectives and create original and effective solutions. We continually seek ways to improve our knowledge, processes, and results; and we reward our employees’ individual effort and initiative.
Our clients are high-net worth individuals & families, small-to-medium sizes businesses & institutions, parties with concentrated stock options, and individuals who expect to come into substantial wealth in the near future.
Our advisors combine an extensive network of relationships with deep industry knowledge and seasoned planning & transaction expertise to deliver a superior, senior level of service for clients who value experience, judgement, candor, and insight.
Ultimately, The Capital Management Group’s sole focus is to deliver high value, independent advice that is based on the best interests of our clients. We live and breathe to, very simply, keep our clients healthy, wealthy, & Financially Fit ™
We believe it’s not about the money, it’s about the purpose of money in your life.
We believe financial planning needs to be simpler and more effectively communicated.
We believe that the most important aspect of financial planning is educating investors about strategies that the financial industry utilizes but does not communicate to the public.
We believe that in financial planning, as in life, there is always another perspective to consider.
We believe that for financial planning to be effective it must focus on each individual’s human behavior.
We believe that through education and goal-oriented, result driven planning, we can provide the confidence and strategies necessary for people to accomplish their goals and attain financial independence no matter where they are in life.
We know that having the autonomy of independence allows us to always develop strategies for you that are always in your best interest, true to the fiduciary standard.
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