Capitol Region Group
People. Process. Progress.
Similar to how CFOs can be responsible for helping businesses optimize financial operations, our team of financial advisors assist and partner with clients in various aspects of their financial lives. Whether it’s investing wisely, protecting their loved ones with life insurance, or creating a strong retirement income plan, Capitol Region Group is committed to helping clients navigate the complexities of life’s financial journey.
With over 40 years of combined experience, it is our team's mission to help you thrive by providing the education, empowerment, and execution needed to work toward financial freedom. We understand your finances are an integral part of your life and will strive to provide best-in-class, customized and comprehensive financial advice and solutions each step of the way. Our commitment is to collaborate with professionals across multiple financial disciplines to develop, coordinate and implement sophisticated strategies customized to your needs.
As an accomplished family or individual, affluence can not only open doors to opportunity but may usher in greater complexity. Often times, the more wealth you accumulate, the more difficult it can become to make clear, confident financial decisions that consider and weigh the impact across your personal, family, business and philanthropic assets and goals.
Choosing the right financial team is an important part of one’s journey toward financial freedom. If you’re ready to take the next step, schedule a 15-minute introductory phone call with us today.
Schedule a 15-minute phone call with Sam Chang
Popular Resources:
Capitol Region Group Connection: Fall 2025 Newsletter | Our story | Our advice approach | How we work with you | FAQS
People. Process. Progress.
Similar to how CFOs can be responsible for helping businesses optimize financial operations, our team of financial advisors assist and partner with clients in various aspects of their financial lives. Whether it’s investing wisely, protecting their loved ones with life insurance, or creating a strong retirement income plan, Capitol Region Group is committed to helping clients navigate the complexities of life’s financial journey.
With over 40 years of combined experience, it is our team's mission to help you thrive by providing the education, empowerment, and execution needed to work toward financial freedom. We understand your finances are an integral part of your life and will strive to provide best-in-class, customized and comprehensive financial advice and solutions each step of the way. Our commitment is to collaborate with professionals across multiple financial disciplines to develop, coordinate and implement sophisticated strategies customized to your needs.
As an accomplished family or individual, affluence can not only open doors to opportunity but may usher in greater complexity. Often times, the more wealth you accumulate, the more difficult it can become to make clear, confident financial decisions that consider and weigh the impact across your personal, family, business and philanthropic assets and goals.
Choosing the right financial team is an important part of one’s journey toward financial freedom. If you’re ready to take the next step, schedule a 15-minute introductory phone call with us today.
Schedule a 15-minute phone call with Sam Chang
Popular Resources:
Capitol Region Group Connection: Fall 2025 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™
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
2026-05-13T03:00:00
Salute Northeast
Here's your chance to help support veterans and active duty military in your area with the Thrivent Member Network-Northeast Region!
Apply for a Thrivent Action Team:
By June 5, apply for an action team through Thrivent.com/ActionTeams. Title your project SaluteNE and add your city and state.
Host your collection:
Collect a minimum of 100 needed items for donation to help local veterans, active duty military, and their families.
Report your results:
By June 28, close out your Thrivent Action Team project by reporting the number of volunteers, volunteer hours, any funds raised, and total items collected through the Action Team system.
Get excited!
On July 2, five verified projects* will be selected to see a $1,000 donation go to a related 501c3 non profit organziation.
CLICK HERE for full details.
No products will be sold. •·verified" means that the completed Thrivent Action Team was applied for using the SaluteNE in the title, the collection was held during the months of May or June, 100 items were collected, and proof of performance was reported through the Thrivent Action Team system by June 28 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.
2026-05-13T03:00:00
Be Part of Thrivent’s 2027 Calendar
Submit your entry by June 30, 2026
Join us in bringing our 2027 calendar theme, “God’s Handiwork,” to life. Inspired by the Greek word poiēma, found in Ephesians 2:10 and Romans 1:20 and meaning “that which has been made,” this theme reflects the truth that creation, and even our own lives, are crafted with beauty, intention and artistry. God’s handiwork surrounds us every day: in the glow of morning light, the strength of the mountains, the rhythm of the sea, the delicate details of a flower and the quiet moments of kindness and peace that shape our world.
We invite you to submit original photos or artwork that capture these glimpses of God’s creativity, images that inspire awe, gratitude, joy or peace. Your work can help tell the story of a world lovingly shaped by God’s hand.
Don’t wait. Pre-order now! Thrivent clients with membership can request one calendar at no cost. Calendars will be mailed after printing in early October. If you received a 2026 Thrivent Calendar or place an order today, you will be automatically subscribed to future calendar releases. To opt out of future mailings, please see the disclosure below.
No products will be sold. Membership 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.
2026-05-18T04:00:00
Virtual Annual Celebration of Membership
As a purposed-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities.
During this virtual broadcast, we'll share an update on Thrivent, the Northeast Member Network, and the impact our members are making across the region.
Please register through the Eventbrite page to receive the Zoom link to the broadcast.
No products will be sold.
News and insights
Office information
Operating Hours:
M - F: 9 A.M. - 4 P.M. or by appointment