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 pursue 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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What kind of auto insurance should you have? Do you know?
Do your insurance needs stay the same when the nest empties?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When markets shift, experienced investors stick to their strategy.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, cracking the code on bonds.