Our story

Capitol Region Group's lead Wealth Advisor, Sam Chang, CFA®, spent the first 16 years of his career working on Wall Street, and now his goal is to bring high-quality financial guidance to you.   

As a child of immigrant parents who struggled to make ends meet, and as an adult who has benefited from financial planning, Sam’s life experiences have also helped make him the wealth advisor he is today.    

Since its inception, Capitol Region Group has focused on providing a team-based approach to client care. This enables us to utilize our team members’ unique areas of expertise when building your personalized, holistic financial plan. Our team has grown steadily over the years and partners with multiple financial professionals who have a variety of specialties.  

At Capitol Region Group, we believe our clients deserve a team of highly competent, dependable and transparent financial professionals to help them work toward their financial goals and dreams. If you feel like we might be a good fit for your needs, schedule an appointment today to learn more.   

Our experience, credentials and awards

• Sam Chang holds the Chartered Financial Analyst®, CFA® designation granted by the CFA Institute. The CFA® program provides the highest distinction in the investment management profession with a strong foundation in advanced investment, analysis and real-world portfolio management skills. Topics covered include economics, quantitative methods, financial reporting and analysis, portfolio management, wealth planning, equity investments, fixed income and more. To receive the CFA® designation, candidates must successfully complete the graduate level education, pass the course exams, meet experience requirements and ethics standards. There are no required continuing education requirements to maintain this designation.

• Sam Chang of Capitol Region Group is a Ramsey SmartVestor Pro. He feels honored to be part of their network of financial professionals in his local area. The SmartVestor program connects consumers with financial professionals in their area. To join the SmartVestor program, financial professionals must meet the SmartVestor program requirements, and pay an enrollment fee that depends on the area served, plus a fixed monthly fee.Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.

• At Capitol Region Group, our team offers over 40 years of combined experience.

Thrivent - Strong and stable*

We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. 

Our continuous commitment to financial excellence  

• $179B  Assets under advisement/management (December 31, 2023)  
• A++  Superior rating (highest of 13 rating categories) from A.M. Best (August 2024) 
• 120+  More than 120 years of service to our clients, serving 2.4 million clients  
• Fortune 500  Named in Fortune magazine (May 2024) 

^{*As of Dec. 31, 2023.} 

^{1Ratings are based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on each rating, visit the individual rating agency’s website.} 

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