Through our collaborative team approach, we are uniquely positioned to accomplish identified goals and help each client reach financial freedom.

We prioritize unparalleled transparency and are dedicated to communicating in a clear manner, which means providing our clients proactive education and insight into why we make decisions through regular contact.  

We are rethinking what collaboration should look like

our services

Financial Planning

• Retirement projection models
• Monte Carlo simulations
• Consistent progress monitoring
• E Money login

Brokerage Services

• Personal Investment Accounts
• Corporate Investment Accounts
• Trust Accounts

Retirement Services

• IRAs
• Roth IRAs
• Simple IRAs
• 401k

Investment Solutions

• Portfolio Management
• Defined Benefit & Contribution
• Alternative Investments
• College Funding

Family & Lifestyle

• Finance Oversight
•  Family Governance & Education
•  Personal Banking
•  Travel Planning

Professional Accounting Collaboration          

• Capital Gains Tax Planning
• Charitable Giving/Tax Planning
• Cash Flow Monitoring & Reporting

Trusts/Wills Collaboration

• Beneficiary Designation 
• RMD Planning
• Ilit Planning

Risk Management

• P&C Liability Overview
• Legal Structuring & Entity Formation
• Health Care Evaluation
• Long-Term Care

Business Consulting & Planning

• Cash Management
• Succession Planning
• Key man

Life Insurance Policies


• Investment Property Considerations 
• Credit Score Improvement 
• Divorce & Transition Planning

Estate & Transfer Planning

• Estate Overview
• Tax Minimization
• Charitable Gifting
• Beneficiary Designations

• Term Insurance
• Permanent Insurance
• Advance Insurance Concepts

at the capital concierge

 we use an integrated and personal approach to to seek a future of financial freedom.