A complete list of active advisors currently associated with Capitol Wealth Management
Warmer can help you find a great advisor at Capitol Wealth Management or one who fits your needs even better.
Capitol Wealth Management is a four-advisor team that provides fee-based investment advisory and financial planning services to individual and high‑net‑worth clients. The firm offers custom, discretionary portfolio management alongside tailored financial planning and works with a relatively small client base (roughly 60 clients) with about $42 million in assets under management. The firm’s investment approach emphasizes a tactical allocation strategy intended to reduce risk and seek improved performance, using a mix of fundamental, technical and cyclical analysis. Portfolios may include long- and short-term positions, specific stock recommendations, and the use of cash as a hedge, with trading and allocation decisions managed on a discretionary basis. A distinctive operational feature is that one or more members of the firm are licensed insurance agents and may offer life insurance products for separate commission compensation, a relationship the brochure discloses as a potential conflict of interest. The firm also notes certain operational choices that differ from some peers — it relies on custodian statements rather than producing its own written account reports for clients and will not vote client proxies.
To learn more about the advisors currently working at Capitol Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Concord, NH
| 12
| |
Concord, NH
| 1
| |
Concord, NH
| 18
| |
Concord, NH
| 10
|
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