Capitol Wealth Management
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
701 Fulton Ave, Sacramento, California, ...Phone Number
(916) 927-6490Website
www.capitolwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Capitol Wealth Management
Capitol Wealth Management is an independent advisory firm that specializes in comprehensive financial services aimed at retirees, Baby Boomers, and professionals planning for retirement and other life milestones. They emphasize personalized attention and a proactive approach, ensuring customized planning and solutions tailored to each client's unique needs. The firm boasts a team of highly credentialed professionals, including CFPs, CPAs, and attorneys, dedicated to helping clients with wealth preservation, growth, and legacy planning. Capitol Wealth Management values long-term relationships with clients and views financial planning as an ongoing process, guiding them through every step towards achieving their financial goals.Explore more
Capitol Wealth Management Org Chart
TM
Financial Advisor & Owner
ZG
Administrative Assistant
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Capitol Wealth Management is an independent advisory firm that specializes in comprehensive financial services aimed at retirees, Baby Boomers, and professionals planning for retirement and other life milestones. They emphasize personalized attention and a proactive approach, ensuring customized planning and solutions tailored to each client's uniq... Read More
