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.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here are 4 great, and sometimes unexpected, places to raise a family.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here’s a guide to explain all the parts of Medicare.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
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 smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Women must be ready to spend, on average, more years in retirement than men.
Around the country, attitudes about retirement are shifting.
The decision whether to buy or rent a home may have long-term implications.
You’ve made investments your whole life. Work with us to help make the most of them.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.