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Samuel M Capps

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Samuel M Capps
Wealth Advisor
.
FIC, RICP®
Part of the Lake Washington Group practice
11711 SE 8th St, Ste 201
Bellevue, WA 98005
Tax Efficient Planning
Retirement Planning
About Samuel Capps
About Samuel Capps

Professional advice with a personal touch. I provide seasoned financial guidance for all stages of life with a specialized focus on the retirement transition years. I help people move confidently forward with strategies in place for peace of mind, generosity and tax-efficient wealth transfer. At Thrivent we believe money is a tool, not a goal. I'm here to help you put your money where your heart is so you can impact people, causes and communities you love.

Education & Accomplishments


  • Thrivent Charitable Impact & Investing® Voices in Philanthropy Hall of Honor 2024
  • Thrivent Hall of Fame 2022
  • Five Star Wealth Manager award winner 2012-2025
  • Fraternal Insurance Counselor (FIC)
  • Retirement Income Certified Professional (RICP®)
  • Pacific Lutheran University; BBA, BA
  • Creighton School of Law; Juris Doctor- Law


JD is an educational degree, and the holder does not provide legal services on behalf of Thrivent or its affiliates.

My qualifications
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Arizona
  • California(Insurance Lic. #0F12606)
  • Colorado
  • New York
  • Oregon
  • Texas
  • Virginia
  • Washington

Insights

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
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As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you. Learn more here: https://bit.ly/45coYDA If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
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Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value. Learn more about this recognition here: https://bit.ly/466lt23
Office location
Bellevue Location
11711 SE 8th St, Ste 201
Bellevue, WA 98005
Phone425-818-4843Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations