Team profile


We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
  • Small Business

Community participation

Capital Wealth Advisory Group team volunteer day at The River Food Pantry
Capital Wealth Advisory Group team volunteer day at The River Food Pantry

The Capital Wealth Advisory Group is involved in many local community charities and events.