Understanding the challenges women investors face and how we help

While all women are unique, many face similar challenges such as time away from careers to care for family or aging parents, the likelihood of marrying later in life or finding yourself suddenly single from a divorce or outliving your spouse or partner. How you approach these things may be different. Doesn’t it make sense to be as educated and involved as possible when it comes to your finances? We think so.

We understand the challenges women face and how to help you get the answers you need to make decisions about your investments and your estate. And as your life changes, we’ll be here to help you readjust and move forward with a financial strategy designed to meet your current and future needs. To us, each situation presents a challenge and an opportunity to make smart, pragmatic financial decisions.

Services Include

  • Wealth & Investment Management
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • 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.

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Understanding the challenges women investors face and how we help

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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.