Broker Check
FINANCIAL ADVISORS AND  WEALTH MANAGEMENT IN OKC FINANCIAL ADVISORS AND  WEALTH MANAGEMENT IN OKC FINANCIAL ADVISORS AND  WEALTH MANAGEMENT IN OKC
 

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

Starting out, you use financial planning and wealth management to find realistic ways to reach your goals.


Growing

As your family and your responsibilities grow, you use financial planning to help meet your current and future needs.


Stability

At the stable part of your career and life, you use wealth management to find a balance between enjoying today and tomorrow.


Retirement

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.

Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Saving for College 101

Here’s a crash course on saving for college.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

View all videos arrow