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™
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
2026-09-29T17:00:00
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
2026-10-13T16:30:00
Market and Economic Update
Tuesday, October 13 at 12:30 p.m.
Are the current markets making you wonder how to best navigate your financial strategy?
Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.
No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 5688040.3
2026-10-27T17:00:00
The Washington Update
Tuesday, October 27 at 1:00 p.m.
Tuesday, October 27 at 7:30 p.m.
How does what's happening in Washington affect your bottom line?
During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1
News and insights
September 2026 Market Update: Healthy growth sends stocks to new highs
Markets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
Office information
Operating Hours:
M - F: 9 A.M. - 4 P.M. or by appointment