We believe that our clients have earned the right to be taken care of and to have assurance that their financial circumstances are being managed with a fiduciary standard. Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
The Capital Investment Group, Inc. Registered Representative associated with this site may only discuss and/or transact securities business with residents of the states of Florida, Georgia, Maryland, Michigan, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
The Capital Investment Group, Inc. Registered Representative associated with this site may only discuss and/or transact securities business with residents of the states of Florida, Georgia, Maryland, Michigan, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
Services
Stephen Edson Bush has been a trusted investment and wealth advisor for over 30 years. As an example of his commitment to his clients' financial success, many of the relationships with his clients span decades. His wealth strategies for serving their needs and changing priorities evolve with consideration for changes in the financial markets and tax laws.
We believe that our clients have earned the right to have a financial advisor that provides oversight and scrutiny of every aspect of their financial affairs and to have confidence in your financial plan. This is our primary objective for everyone we work with. Without confidence in your financial decisions you have stress and worry which can impact your overall happiness, contentment and ultimately your health.
We provide comprehensive financial planning in the context of a long-term partnership with you. Having a solid partnership is essential to effective financial planning. It is important that everyone is clear on what to expect if we are to develop and maintain a professional working relationship - one where we work towards achieving your financial and lifestyle goals.
Our approach to investing for individuals uses the same techniques, tools, and knowledge used by institutional investors. This means using lower cost investment products, passive as well as active strategies, and alternative asset classes for diversification. This is in contrast to the traditional higher cost, limited menu approach of some retail firms.
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