OUR PHILOSOPHY

At Capital Management Services, we recognize that wealth is not solely defined by dollars and cents, but by its connection and relationship with personal life goals.  Wealth supports the ability to have financial freedom and provides the opportunity to meet those goals. This is why we believe that when it comes to managing your wealth, nothing short of a custom approach to all facets of financial planning and investment management will do.

We understand the unique challenges that each client faces of achieving multiple needs and goals.  After all, each need and goal has its own purpose, time frame, funding requirements and priority.  Shouldn’t that be reflected in the approach used to manage your wealth?

We take pride in providing a truly unique client experience.  After nearly three decades, we still employ the same disciplined, proven approach to financial planning and investment management that we were founded upon:  one that unifies your multiple life needs with your wealth goals.