Capital Asset Management Group

Capital Asset Management Group

Financial-Services

Washington, District...
United States
Company Tagline

We offer an uncommon approach to common sense financial planning—it’s about life planning, not money management.

Industry Category
Financial-Services
Company Description

Capital Asset Management Group offers a unique approach to financial planning, focusing on life planning rather than just money management. Capital Asset Management Group helps clients implement strategic plans developed through the Institute for Financial Independence. As a privately owned and independent firm, Capital Asset Management Group provides forward-thinking and unconventional advice.

The results-driven culture and sophisticated wealth management solutions offered by Capital Asset Management Group enable clients to achieve their dreams. Capital Asset Management Group specializes in comprehensive financial planning, financial strategies and literacy, retirement planning, institutional investment management, insurance and risk management, estate and legacy planning, education planning, and debt reduction.

With primary offices located at 1000 Potomac St. NW, Suite 300, Washington, District of Columbia 20007, US, and an additional location at 28070 Bailey's Neck Road, Easton, Maryland 21604, US, Capital Asset Management Group is well-positioned to serve its clients. We invite the manager of Capital Asset Management Group to create a customized and exclusive company showcase and product listing on our platform.

Capital Asset Management Group propose une approche unique de la planification financière, axée sur la planification de la vie plutôt que sur la simple gestion de l'argent. Capital Asset Management Group aide ses clients à mettre en œuvre des plans stratégiques élaborés par le biais de l'Institute for Financial Independence. En tant que société privée et indépendante, Capital Asset Management Group fournit des conseils avant-gardistes et non conventionnels.

La culture axée sur les résultats et les solutions sophistiquées de gestion de patrimoine offertes par Capital Asset Management Group permettent aux clients de réaliser leurs rêves. Capital Asset Management Group est spécialisé dans la planification financière complète, les stratégies financières et l'éducation financière, la planification de la retraite, la gestion des investissements institutionnels, l'assurance et la gestion des risques, la planification successorale et patrimoniale, la planification de l'éducation et la réduction de la dette.

Avec ses bureaux principaux situés au 1000 Potomac St. NW, Suite 300, Washington, District of Columbia 20007, US, et un emplacement supplémentaire au 28070 Bailey's Neck Road, Easton, Maryland 21604, US, Capital Asset Management Group est bien placé pour servir ses clients. Nous invitons le responsable de Capital Asset Management Group à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
Greg Savidge Bob F. Richard A Weinberg CPA Ivan Halpern

Compare Companies Side by Side

Compare Capital Asset Management Group with 3 companies in Financial-Services

4 Companies
Comparison Field
Capital Asset Management Group
Capital Asset Management...
Main Company
Tupler Financial
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Sullivan & Schlieman Wealth Management, LLC
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Vertex Capital Advisors, LLC
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Founded Year
1999 2008 2013
Company Size
2-10 11-50 2-10
City
Washington, District of Columbia Warren, New Jersey Alpharetta, Georgia Fort Mill, SC
Country
United States United States United States United States
Skills & Keywords Comparing with main company
15 Total Skills
Financial Planning Wealth Management Retirement Planning Investment Management Estate Planning Insurance Financial Strategies Comprehensive Financial Planning Financial Strategies & Literacy Retirement Planing Institutional Investment Management Insurance & Risk Management Estate & Legacy Planning Education Planning Debt Reduction
8 Total 2 Common 6 Unique
Match 13%
Common Skills:
Financial Planning Investment Management
Unique Skills:
Business Retirement Plans CERTIFIED FINANCIAL PLANNER™ CFP® Insurance Planning Pharmaceutical Professionals Retirement Income Planning
5 Total 2 Common 3 Unique
Match 13%
Common Skills:
Estate Planning Retirement Planning
Unique Skills:
Charitable Giving Family Needs Planning Insurance & Liability Management
8 Total 8 Unique
Unique Skills:
401k/IRA Rollovers Active Investment Management College Funding Strategy Life Insurance Analysis & Planning Retirement Income Solutions Retirement Tax Strategy +2
4
Total Companies
1999
Oldest Founded
1
Countries
32
Unique Skills

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Alternative Company Names

This company is also known as

Capital Asset Management Group 资本资产管理集团 कैपिटल एसेट मैनेजमेंट ग्रुप مجموعة إدارة الأصول الرأسمالية Groupe de gestion d'actifs Capital Grupo de Gestão de Ativos de Capital