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.

3

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. 

  • Quarterly updates

  • In person meetings

  • Collaboration with your advisors

  • Ongoing monitoring and review of objectives

CONTACT

US

OUR ADDRESS

Capitol Wealth Management LLC

16 Centre St. Concord, NH 03301

Email: info@CapitolWealthNH.com
Tel:  (603) 715-2664

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

 
 
 

OUR

NEWSLETTERS

- Capitol Connections -

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