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.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
It's important to understand how inflation is reported and how it can affect investments.
Here are some simple and inexpensive energy-saving tips that may help you save money.
There are ways to improve your physical fitness without denting your fiscal fitness.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Make your retirement as exciting as your next vacation.
Do you know these three personal finance sayings?