Capitol Wealth Management

Keith Burbank is a financial advisor at Capitol Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has worked at Capitol Wealth Management since 2017, following four years at Boston Asset Management Inc. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a tactical allocation approach to discretionary portfolio management, combining fundamental, technical, and cyclical analysis to tailor investment strategies according to clients’ objectives, risk tolerance, and time horizons.

Clayton Poole is a financial advisor at Capitol Wealth Management in Concord, NH, holding a Series 65 designation with no prior industry experience. He has a background in music production and event management as co-owner and director of business at CP Music Productions since 2012. Capitol Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, managing approximately $34.7 million for about 59 clients. The firm employs a tactical allocation approach with discretionary portfolio management, incorporating fundamental, technical, and cyclical analysis to tailor strategies to each client’s objectives and risk tolerance.

James Steproe is a financial advisor at Capitol Wealth Management in Concord, NH, holding Series 63, 65, and 66 licenses with 10 years of industry experience. He has been with Capitol Wealth Management since 2017 and previously worked at Boston Asset Management, Inc. for one year. Capitol Wealth Management is a four-advisor firm that serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis, managing portfolios on a discretionary basis to balance risk and performance.

Clayton Poole Jr. is a financial advisor at Capitol Wealth Management in Concord, NH, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Boston Asset Management and Banc Of America Investment Services. Outside of finance, he is involved in professional music contracting, conducting orchestras several times a year, and performs with a musical big band through a related musical production company. Capitol Wealth Management is a four-advisor firm serving individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a tactical allocation strategy combining fundamental, technical, and cyclical analysis to manage discretionary portfolios.