At Capitol Wealth Management, we are passionate about your success. We view your entire financial picture from a wide angle lens, address all aspects of your plan, and utilize our diverse experience to help you with growth, preservation, and legacy planning. We are a unique, independent advisory firm ready to help you and your family plan for tomorrow.
Contact us to learn more about how working with an experienced professional can benefit you. We are professionally prepared to help you with all of your comprehensive objectives, including financial planning, investments, and insurance. We value the trusted, long-term relationships we foster with clients and enjoy working with them through the many milestones of life.
Contact us to learn more about how working with an experienced professional can benefit you. We are professionally prepared to help you with all of your comprehensive objectives, including financial planning, investments, and insurance. We value the trusted, long-term relationships we foster with clients and enjoy working with them through the many milestones of life.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When working with your financial future, sound decisions are vital in helping you pursue your goals and avoid costly mistakes.
Among thousands of attorneys, CPAs, Certified Financial Planners (CFP), and Chartered Life Underwriters (CLU), Tim Murphrey, the founder of Capitol Wealth Management, has completed the rigorous education and training and passed the challenging exams required to attain all four credentials.This provides his clients with an exceptional skillset in the field of financial management and wealth preservation.
Among thousands of attorneys, CPAs, Certified Financial Planners (CFP), and Chartered Life Underwriters (CLU), Tim Murphrey, the founder of Capitol Wealth Management, has completed the rigorous education and training and passed the challenging exams required to attain all four credentials.This provides his clients with an exceptional skillset in the field of financial management and wealth preservation.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
At Capitol Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
We create a personalized strategy to help increase your wealth and avoid unnecessary taxes. We help prepare and protect your wealth and assets and provide a strategy for a smooth transition to the next generation. We identify, assess and prioritize your portfolio to help make sure you are saving for your retirement needs.
We are often surprised with delicious treats from our clients - sometimes it is a bounty of garden vegetables at others it is delightful desserts. We sure love the tastes of the season - especially today's fresh Apple Hill donuts and Honey Crisp apples courtesy of client Chris Albasio. Clients John and Pat Yessen shared some great photos from their recent trip to Maui.
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