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.
We collaborate with you to create a financial plan while continually monitoring the plan and implementing solutions to solve your financial challenges.
We build customized investment portfolios designed to meet your financial goals.
We review your current and future insurance needs and utilize life insurance strategies as part of your comprehensive wealth management plan.
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
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.
We invest for the long term seeking to meet our clients needs and objectives.
We focus on risk adjusted returns by diversifying across various asset classes.
We believe that a portfolio of high quality securities will outperform over the long-term
We seek to avoid investment style bias and instead take intelligent risks to deliver consistent results.
A DISCIPLINED APPROACH
TO OUR CLIENTS
Capitol Wealth Management is committed to helping clients reach their financial goals with only their best interests in mind.
In person meetings
Collaboration with your advisors
Ongoing monitoring and review of objectives