Forbes Best in State Wealth Advisors list includes 10 recipients per state. The award is based on qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices. The award is not based on portfolio performance or client reviews. There is no fee in exchange for rankings.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Welcome to Capital Asset Management, Inc.
At Capital Asset Management, Inc. we understand how hard you work to provide comfort and security for your family now and for yourself in the future. Our team of financial advisors wants to help you make informed decisions with your money because we believe that your hard work should pay off.Learn More Meet Our Team
At every stage of life, Capital Asset Management's financial advisors help you to be prepared.
Starting out, you use financial planning and wealth management to find realistic ways to reach your goals.
As your family and your responsibilities grow, you use financial planning to help meet your current and future needs.
At the stable part of your career and life, you use wealth management to find a balance between enjoying today and tomorrow.
In retirement, you use financial planning to support yourself in the many years of life ahead of you, and establish a legacy that will live on after.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Do you know where the idea of “retirement” comes from?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How do the markets usually react to elections? Was the 2016 election any different?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
$1 million in a diversified portfolio could help finance part of your retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
There’s an alarming difference between perception and reality for current and future retirees.