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A trusted independent and objective one-stop advisory firm.

BUSINESS AND INSTITUTIONS

BUSINESS OWNERS

Whether starting a retirement plan for your employees or creating a written financial plan and/or tax reduction strategies at the corporate or individual level, we provide first-hand understanding of federal, state and local considerations to help your professional accomplishments facilitate your personal goals. At Capital Asset Management Group, we are here to provide the incentive programs needed to help you recruit, retain, reward and retire your employees, and plan your own personal retirement.

  • Employer sponsored plans
  • 401(k) programs
  • Personal & corporate tax reduction strategies



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INSTITUTIONS 

From nonprofit organizations to government agencies, at Capital Asset Management Group our independent, fiduciary financial planning services provide the trusted advice and professional guidance needed to maximize your group’s financial resources while adhering to various compliance considerations and documentation requirements. Whether managing your endowment fund and developing investment policy statement or building an investment committee from a stable of leading institutional platforms, our team of CERTIFIED FINANCIAL PLANNERS™, provides the knowledgeable experience to serve your groups best interest every step of the way.

  • Financial planning to align assets with organization liquidity needs, growth goals and compliance regulations  
  • Fiduciary Investment Policy Review & Maintenance
  • Investment Committee Selection & Management


Contact us today to learn more about how Capital Asset Management Group can play a critical role in reaching your organization’s financial goals, and schedule the most important conversation you’ve never had.


The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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