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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Retirees traveling abroad need to know that their health insurance travels with them.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When you’re married and have children, insurance needs will be different.
Life insurance proceeds are generally tax-free. But not in all cases.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here’s a crash course on saving for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.
You’ve made investments your whole life. Work with us to help make the most of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.