TRUSTED
LOCAL
EXPERIENCED
WHO
WE ARE
Capitol Wealth Management is a Concord, NH based registered investment advisor. Our partners have over 80 collective years of experience helping clients attain their financial goals. As a fee only advisor we are committed to acting in our clients best interest.
FINANCIAL PLANNING
1
We collaborate with you to create a financial plan while continually monitoring the plan and implementing solutions to solve your financial challenges.
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2
INVESTMENT MANAGEMENT
We build customized investment portfolios designed to meet your financial goals.
INSURANCE
We review your current and future insurance needs and utilize life insurance strategies as part of your comprehensive wealth management plan.
OUR MISSION
IS SIMPLE
Offer the highest level of wealth management expertise through customized comprehensive planning and in-depth communications, thereby developing long-term collaborative relationships while utilizing the three pillars of wealth management.
OUR INVESTMENT PROCESS
IS
CLIENT FOCUSED
DISCOVERY - We work to understand your goals, objectives and risk tolerance.
COMMUNICATE - We will keep you informed of the process through regular communications and in-person meetings.
MANAGE - We actively manage your portfolio to be sure it continues to meet your goals and objectives.
PLAN - We build a customized investment plan that is built to fit your needs.
OUR
INVESTMENT
PHILOSOPHY
TIME
We invest for the long term seeking to meet our clients needs and objectives.
RISK
We focus on risk adjusted returns by diversifying across various asset classes.
QUALITY
We believe that a portfolio of high quality securities will outperform over the long-term
CONSISTENCY
We seek to avoid investment style bias and instead take intelligent risks to deliver consistent results.
A DISCIPLINED APPROACH
OUR COMMITMENT
TO OUR CLIENTS
Capitol Wealth Management is committed to helping clients reach their financial goals with only their best interests in mind.
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Quarterly updates
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In person meetings
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Collaboration with your advisors
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Ongoing monitoring and review of objectives
OUR
NEWSLETTERS
- Capitol Connections -
Featured updates and articles on the markets and economy.
CONTACT
US
OUR ADDRESS
Capitol Wealth Management LLC
3 N. Spring St. Suite 200
Concord, NH 03301
Email: info@CapitolWealthNH.com
Tel: (603) 715-2664
For any general inquiries, please fill in the following contact form:
