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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 pursue 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

Once Upon a Goal

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

Four Steps to Valuing an Estate

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

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

The Economic Journey of Your Morning Coffee

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

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Should I Pay Off Debt or Invest?

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

5 Smart Investing Principles

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Forecast

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

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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