Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.
With a deep understanding of the unique personal and financial challenges facing high-net-worth individuals and families, we provide customized financial planning strategies that are designed to help ensure our clients grow and preserve their wealth over time.
Our expertise includes retirement income planning, investment portfolio development, strategic tax planning, estate and legacy planning, insurance planning, equity compensation and other executive benefits. We leverage that expertise to help our clients make sense of some of the most complex financial situations that working professionals tend to face.
In short, we act as a thinking partner for our clients who seek to understand the best ways to save, spend, and invest their resources on the way to reaching their financial independence goals.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 1255 Union St Ne,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.capgllc.com
- Keywords
- Investment Management, Retirement Planning, Tax Planning, Estate Planning, Insurance Services.
- HQ
- Washington, District of Columbia
Capital Area Planning Group Questions
Capital Area Planning Group's website is http://www.capgllc.com
Capital Area Planning Group's LinkedIn profile is https://www.linkedin.com/company/capital-area-planning-group
Capital Area Planning Group has
4 employees.
View email and phone details for 4
employees at Capital Area Planning Group.
Capital Area Planning Group's industry is
Financial Services
Capital Area Planning Group's top competitors are
Scott Hirshson Architect, P.c.,
Your Balanced Partners Llc,
Hightower Advisors,
Brown Advisory,
Roi Tv,
Luminad,
Cnbc,
Cic Wealth,
Capital Area Tax Consultants,
Coell's Legacy.
Capital Area Planning Group's categories are Financial Services
Capital Area Planning Group's founding year is 2024
