Capital Management Group, LLC
1730 Rhode Island Avenue NW
Washington DC, 20036
William G. Brennan, CPA/PFS, CFP
Bill is a frequent speaker at seminars and conferences on taxes and investments and is widely quoted on television, radio and in the written press on personal financial and tax matters. A former monthly columnist for Financial World Magazine, he has more than thirty years experience as an advisor on personal finances, taxes and investments.
Before forming Capital Management Group, LLC, Columbia Financial Advisors, LLP, and McQuade Brennan LLP, Bill was a partner with Ernst & Young (in charge of personal financial planning in Washington, D.C. and editor of the firm`s bi-monthly financial planning newsletter).
Previous experiences have included serving as Vice President with Butcher & Singer (now Wheat First Securities) and as a Tax Manager with Arthur Andersen & Co. However, most of Bill`s career has been as the owner of a tax and financial advisory firm and publisher of Brennan Reports on Sophisticated Tax and Investment Planning, a monthly newsletter that was acquired by Ernst & Young and renamed the Ernst & Young Financial Planning Reporter. In 1994 and 2002 Bill was selected as one of the top financial advisors in Washington, D.C. by Washingtonian magazine and, in January 2000, Accounting Today recognized Bill as "one of the highest-profile CPA-financial planners in the country."
Bill earned a Bachelor of Science (cum laude) in Accounting and a Masters of Science in Tax. Additionally he is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), a Certified Financial Planner (CFP), and an Accredited Estate Planner (AEP).
A native of Philadelphia, Bill has lived in Washington since 1988. He is married and the father of three grown sons. Among other professional and civic activities, Bill is a member of the Economic Club of Washington, D.C.; a former member of the Board of the Washington Ballet; a member of the University Club`s Foundation Board, serves as trustee to the University Club pension plan and is a member of the investment committee for The Historical Society of Washington, D.C. In his spare time he enjoys running, cycling, and hiking.
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.
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.
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 accounts
- 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.