Where do you want to go? We'll get there, together.
At Capital Associates, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial guidance, investments, insurance, banking and generosity programs to help people make the most of all they have been given. We focus on your goals and priorities, guiding you toward financial choices that will help you live the life you want today – and tomorrow.
You’re at the heart of what we do. At Capital Associates, we not only aim to help you with your goals, but strive to build a relationship with you and the communities in which we live, work and thrive. We combine financial expertise with purposeful guidance to help you make the most of your finances. Together we can explore how to:
· Strengthen your financial position
· Create a multigenerational wealth plan
· Prepare for unexpected illness, injury, or loss
· Invest with purpose and manage your assets
· Explore tax-efficient strategies to manage your money
· Save and prepare for income in retirement
· Plan for charitable giving
Our approach is purposeful and continuous. Your financial goals and circumstances are not only unique, but they are also ever changing. That's why we customize the way we work with you based on your needs and complexity. Capital Associates can provide the support and resources that you need to focus on what is meaningful to you. Call or visit our office to schedule a time to connect in person or virtually.