Pragmatic wealth management for families and individuals

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.

You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.

Services Include

  • Wealth & Investment Management
  • Banking & Lending Solutions 1
  • Insurance & Annuities  2
  • Legacy Planning  
  • Wealth Transfer 
  • Risk Management 

1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2Life Insurance and Annuities contracts are issued through various carriers approved by Capitol Securities Management and subject to established suitability standards required by Industry standards. Capitol Securities Management is a member of FINRA/SIPC.

Banking and lending solutions provided by Raymond James Bank. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, a Florida-chartered bank.

News & resources

Leaving Money to Your Kids? Consider These Inheritance Tips

Leaving Money to Your Kids? Consider These Inheritance Tips

How to have a valuable family conversation about your estate.
Estate & Giving
Which Education Expenses Are Considered Qualified?

Which Education Expenses Are Considered Qualified?

Learn more about what the savings in a 529 plan can help pay for.
Family & Lifestyle

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. P...
Family and Lifestyle
Visualize Your Future [VIDEO]

Visualize Your Future [VIDEO]

12/25/2017
Achieving your vision for the future requires planning.
Retirement & Longevity
Home Budget Analysis

Home Budget Analysis

Managing your monthly budget can be difficult and frustrating. On...
Personal Finance
Mortgage: Adjustable vs. Fixed Rates Comparison

Mortgage: Adjustable vs. Fixed Rates Comparison

Use this calculator to compare a fixed-rate mortgage to two types...
Loans
Mortgage: 15 vs. 30-Year Comparison

Mortgage: 15 vs. 30-Year Comparison

Determining which mortgage term is right for you can be a challen...
Loans
Mortgage Payoff Calculator

Mortgage Payoff Calculator

How much interest can you save by increasing your mortgage paymen...
Loans
Net Worth Calculator

Net Worth Calculator

Your net worth is the value of all of your assets minus the total...
Personal Finance
Mortgage Refinance Calculator

Mortgage Refinance Calculator

How long will it take to break even on a mortgage refinance? Use ...
Loans

Pragmatic wealth management for families and individuals

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Securities offered through Capitol Securities Management, Inc., member FINRA / SIPC.

For important regulatory disclosures please click here. 

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate. The information and data presented on this website are from sources believed to be reliable. Their accuracy and completeness is not guaranteed and the giving of the same is not deemed a solicitation on our part with respect to the purchase or sale of any securities.

Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Capitol Securities Management is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Capitol Securities Management is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.