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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A quick look at how federal income taxes work.
Here's a breakdown of how the federal government spends your tax money.
Here are six flags that may make your tax return prime for an IRS audit.
Life insurance proceeds are generally tax-free. But not in all cases.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Agent Jane Bond is on the case, cracking the code on bonds.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The average retirement lasts for 18 years. Are you prepared to fill that many days?