Capital Management Group, LLC
US Headquarters:
1730 Rhode Island Avenue NW
Suite 601
Washington DC, 20036
Investment and Wealth Management
Capital Management Group is a completely independent personal financial consulting firm. We provide affluent individuals and families with a broad range of financial services including investment management, financial advice and planning, and tax analysis and preparation. We offer our clients the convenience of one stop wealth management, with comprehensive advisory and implementation services under one roof.
Advisors at Capital Management Group hold Certified Financial Planner (CFP) and/or Certified Public Accountant (CPA) designations.
Our Commitment to You
- We deliver true Wealth Management.
- We are staffed by highly qualified advisers.
- We have structured the firm to promote your best interests.
- We adhere to a highly prudent investment management process.
- We give each client a high level of personalized service.
Our Mission
As personal financial service professionals, we are committed to blending expert investment management services into a complete, and often complex, personal retirement, estate and income tax puzzle. We are completely focused on only one goal: to provide every client with knowledgeable, creative, pro-active counsel and advice so that they may realize their short and long term financial and personal objectives.
Our Firm
Capital Management Group, LLC assists our clients in every aspect of their financial lives. Our overriding objective is to add value by relieving the stress of uncertain or misguided financial management, so the path to overcoming obstacles and achieving a client's personal and financial goals remains clearly in sight. For each of our clients we strive to create and maintain financial stability, growth and security.
We Promise Our Clients:
An unwavering focus on their individual needs, resources and objectives- An investment plan targeted to achieving their personal goals
- A dedication to client service, including:
1.)Accessibility for meetings and phone calls
2.)Proactive contact regarding important issues
3.)Rapid response to requests - Continuous improvement of our already solid foundation in investment analysis, portfolio design, risk management, financial planning, income & estate tax and retirement planning
Capital Management Group is an independent, Fee-Only financial advisory firm. Our only incentive comes from providing the best possible service to our clients.
Our Services Include:
- Portfolio allocation, risk & investment management, including personal and retirement accouts
- Personal financial planning
- Monte Carlo simulation
- Estate planning
- Charitable giving
- Education funding
- Tax planning and compliance
1.)Federal and state income tax preparation for individuals and trusts
2.)Gift and estate tax returns
3.)Investment tax management
Investment Supervisory Services
Capital Management Group's investment services center on designing and maintaining an appropriate portfolio allocation, using a diverse array of securities to achieve our clients' investment goals.
We provide investment services on a "Fee-Only" basis. We are not paid to "sell" you investment products and receive no outside commissions. Our advice is objective and free of any conflicts of interest. A "Fee-Only" compensation structure ensures that our goals are aligned with yours.
Personal Financial Planning
Personal financial management doesn’t take place in a vacuum. Each of us must balance a complex array of competing financial demands to arrive at a sound approach for achieving our objectives. At Capital Management Group we are always keenly aware of how each component of your personal and financial lives must be balanced to satisfy competing demands.
We work with our clients to develop a thorough understanding of their personal and financial positions and to thoroughly determine their short-term and long-term goals. This information then forms the basis for us to design an integrated approach to managing complex retirement, estate, income tax, financial and investment issues so that clients achieve their long-term personal and financial goals.
Financial Planning services are offered only in conjunction with our investment supervisory services, to ensure effective implementation of our clients’ investment plans.
Tax Planning and Compliance
Capital Management Group’s CPAs are well versed in all aspects of federal and state income and estate tax planning, compliance and tax return preparation. We have extensive experience and proven competence in handling the unique requirements of successful executives, professionals and higher-income individuals and families.
Please be aware that Capital Management Group, LLC has a portfolio minimum of $500,000 to accept inquiries through this directory.
