Capital Management Services

Finance · Pennsylvania, United States · <25 Employees

Capital Management Services, Inc. (CMS) is a fee-only advisory and financial planning firm. We have been providing wealth management services to our clients for over twenty-five years. Our comprehensive approach integrates investment management with personal financial planning, tax considerations, estate planning and trust matters. CMS is recognized for providing sound, independent and objective advice: WE LISTEN : Our focus is listening and understanding your unique objectives and personal concerns, as well as your risk tolerance, liquidity needs, tax liability and financial responsibilities. WE PLAN: We create a plan to achieve your life goals, along with an investment strategy tailored to your needs for growth, income, and retirement. WE INVEST : We implement your investment strategy through a process utilizing a wide array of investment options, including individual stocks and bonds, no-load mutual funds, ETFs as well as selected top-tier money managers (SMAs). WE MANAGE : On an ongoing basis, we monitor, review and update your investments and asset allocation in light of changes in the market, the economy and your own financial needs and circumstances. WE ADVISE : As your wealth management team, we are available to consult with you on a broad range of financial issues as your life changes; these may include estate, trust and risk management issues.Read More

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