Wealth Management

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At Capital Advisors Wealth Management, we offer highly personal service along with professional investment management. Our approach seeks to ensure that your wealth is managed over your entire lifecycle based upon a comprehensive understanding of your personal circumstances, goals and risk tolerances.

Most high net worth individuals we work with are not only seeking to maintain and grow their assets, but to leave a legacy for loved ones or a favorite charity. Because of that reality, we have developed a wealth management process of investment consulting, advanced planning and relationship management that helps provide the highest probability for our clients to achieve all that is important to them.

Investment Consulting

  • Portfolio Performance Analysis
  • Risk Evaluation
  • Asset Allocation
  • Cost Assessment
  • Assessment and Impact of Taxes Strategies
  • Investment Policy Statement

Advanced Planning

  • Wealth Enhancement: tax efficient investing and cash flow planning
  • Wealth Transfer: transfer of wealth effectively
  • Wealth Preservation: risk mitigation, legal strategies and risk transfer
  • Charitable Giving

Relationship Management

  • Client Relationship Management
  • Professional Network Relationship Management

Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Capital Advisors Wealth Management is a separate entity from WFAFN.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals