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A trusted independent and objective one-stop advisory firm.



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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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.

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