Capitol Region Group
Helping You Make Confident Financial Decisions Through Every Stage of Life
Your financial journey is unique—and your guidance should be, too. At Capitol Region Group, we partner with individuals, families, and small business owners who value a trusted, lifelong advisory relationship—guiding them to retire happy, invest wisely, and give generously. Whether you're planning for retirement, growing and protecting your wealth, investing for the future, or creating a legacy for the next generation, our team is here to help.
OUR MISSION
Inspiring purpose and possibility through personalized guidance on the path to financial freedom.
OUR VISION
To deliver best-in-class, customized financial planning solutions by educating clients, empowering informed decisions, and executing strategies that build long-term financial confidence.
A Coordinated Approach to Financial Planning
Much like a Chief Financial Officer helps businesses evaluate opportunities, manage resources, and make strategic financial decisions, our team partners with clients to help navigate the many moving parts of their personal financial lives.
Through education, empowerment, and execution, we help clients better understand their options, make informed decisions, and coordinate personalized strategies aligned with their goals. With more than 50 years of combined experience, our team works to simplify financial complexity through thoughtful planning. As your wealth grows, financial decisions often become increasingly interconnected—from retirement and investments to family, business, and legacy planning. Our role is to help bring those pieces together through a personalized, coordinated approach focused on your unique priorities and long-term objectives.
Let's Start the Conversation
Choosing a financial team is an important decision. Schedule a complimentary 15-minute introductory phone call with Sam Chang to discuss your priorities and explore how Capitol Region Group can help support your financial journey.
Schedule a 15-minute phone call with Sam Chang
Learn More About Our Team
Capitol Region Group Connection: Spring 2026 Newsletter | Our story | Our advice approach | How we work with you | FAQS
Helping You Make Confident Financial Decisions Through Every Stage of Life
Your financial journey is unique—and your guidance should be, too. At Capitol Region Group, we partner with individuals, families, and small business owners who value a trusted, lifelong advisory relationship—guiding them to retire happy, invest wisely, and give generously. Whether you're planning for retirement, growing and protecting your wealth, investing for the future, or creating a legacy for the next generation, our team is here to help.
OUR MISSION
Inspiring purpose and possibility through personalized guidance on the path to financial freedom.
OUR VISION
To deliver best-in-class, customized financial planning solutions by educating clients, empowering informed decisions, and executing strategies that build long-term financial confidence.
A Coordinated Approach to Financial Planning
Much like a Chief Financial Officer helps businesses evaluate opportunities, manage resources, and make strategic financial decisions, our team partners with clients to help navigate the many moving parts of their personal financial lives.
Through education, empowerment, and execution, we help clients better understand their options, make informed decisions, and coordinate personalized strategies aligned with their goals. With more than 50 years of combined experience, our team works to simplify financial complexity through thoughtful planning. As your wealth grows, financial decisions often become increasingly interconnected—from retirement and investments to family, business, and legacy planning. Our role is to help bring those pieces together through a personalized, coordinated approach focused on your unique priorities and long-term objectives.
Let's Start the Conversation
Choosing a financial team is an important decision. Schedule a complimentary 15-minute introductory phone call with Sam Chang to discuss your priorities and explore how Capitol Region Group can help support your financial journey.
Schedule a 15-minute phone call with Sam Chang
Learn More About Our Team
Capitol Region Group Connection: Spring 2026 Newsletter | Our story | Our advice approach | How we work with you | FAQS
Our Story
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 now boasts multiple financial professionals with a variety of specialties.
Choosing the right financial team is an important part of one’s journey toward financial freedom. Press play below to learn about the three-step client onboarding process we use to help ensure what we do aligns with your principles. Then, if you’re ready to take the next step, schedule a 15-minute introductory phone call with us today.
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
How we work with you
We invest our time in learning more about you and your loved ones. Our financial expertise and comprehensive advice help you see where you stand today, tomorrow and beyond.
Our solutions
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Community impact
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2026-07-18T18:00:00
Bless Northeast
Here's your chance to help support your church or faith community with the Thrivent Member Network-Northeast Region!
Apply for a Thrivent Action Team:
By August 9, apply for an action team through Thrivent.com/ActionTeams. Title your project BlessNE and add your city and state.
Host your collection:
Collect a minimum of 100 needed items for donation or raise $500+ for your church or faith community.
Report your results:
By August 31, close out your Thrivent Action Team project by reporting the number of volunteers, volunteer hours, any funds raised, and/or total items collected through the Action Team system.
Get excited!
On September 9, five verified projects* will be selected to see a $1,000 donation go to their benefiting organization.
CLICK HERE for full details.
No products will be sold. *"Verified" means that the completed Thrivent Action Team was applied for using the BlessNE in the title, the collection was held during July or August, 100 items were collected, and proof of performance was reported through the Thrivent Action Team system by August 31, 2026. If your Thrivent Action Team is selected, a W9 will be required to process payment to your benefiting organization. Member benefits, programs, and activities are not guaranteed contractual benefits. You should never purchase or retain any insurance or annuity products simply to be able to participate. Participation is subject to applicable Terms and Conditions.
2026-09-15T17:00:00
From Savings to Security: Making Your Money Last in Retirement
Tuesday, September 15 at 1:00 p.m.
Tuesday, September 15 at 8:30 p.m.
Wednesday, September 16 at 2:00 p.m.
Join us for a workshop that’s all about empowering you to live your best life—secure, flexible, and confident about your financial future. David Blanchett and Michael Finke will present a dynamic session that transforms complex financial decisions into clear, actionable strategies. You’ll discover how to turn your savings into reliable, lasting income, how to protect your lifestyle—no matter what the market does, and will gain the confidence and freedom to truly enjoy retirement.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 8562588.1
2026-09-29T17:00:00
21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings
Tuesday, September 29 at 1:00 p.m.
Tuesday, September 29 at 7:30 p.m.
If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures. 6034756.2
News and insights
5 Tax-Saving Strategies for a Better Retirement, From a Financial Planner
Retirement planning is about more than saving—it’s about making your money work smarter for you. With more time on your side, you can fine-tune cash flow, lower tax burdens, and create a more reliable income stream in retirement. A thoughtful strategy today can help set you up for greater confidence tomorrow. Connect with the Capitol Region Group today to start preparing for the retirement you’ve been working toward. While Thrivent does not provide specific tax advice, we can partner with you and your tax professional. For additional disclosure information, see Thrivent.com/social #RetirementReadiness #TaxStrategy #FutureFocused
Use This 5-Step Summer Savings Challenge to Get Ahead by Fall
☀️ Turn summer savings into future financial confidence. A simple savings challenge can help you build your holiday fund, strengthen emergency savings, and pay down debt before the holidays arrive. Small, consistent steps today can lead to big results tomorrow. 💰 For disclosure information, see Thrivent.com/social. #SummerSavings #FinancialWellness #MoneyTips
Office information
Operating Hours:
M - F: 9 A.M. - 4 P.M. or by appointment