Capital Investment Management

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

We believe the wealth management process should be all encompassing. Each area of a client's financial life is closely tied to the other, and therefore having an understanding of just one area, does not serve the client in a way that promotes the greatest benefit. Aristotle's famous saying, "The whole is greater than the sum of its parts, " represents this concept very well.

Our firm was formed from a strong desire to be on the same side of the table as our clients, where interests are aligned, expectations and intentions are clear, and results are mutually beneficial. Lillian and Michael Mulherin created this fee and relationship based business over 25 years ago, and the pillars supporting the business are the same today as they were when it all began.

Our process is collaborative, comprehensive, and relationship-based. It is centered around our primary mission of serving you and your family by helping you identify and pursue your life's goals. Based on 3 key initiatives: Design, Build & Protect, this life-based approach helps us design practical, real world solutions for our clients.