Helping You to Achieve Your Dreams

At Capital Asset Management Group, we help our clients to implement and nurture the strategic plans developed through our learning center, the Institute for Financial Independence. Privately owned and independent, we offer forward thinking, unconventional advice. Our results-driven culture and sophisticated solutions for managing wealth enable us to help you achieve your dreams.

At Capital Asset Management Group, you will have a trusted, independent, and objective advisor to help you develop and implement a financial strategy to address long-term issues, monitor your success, and reassess and revise your plan as necessary. Through our affiliated companies and relationships with securities licensed associates, we develop custom-tailored solutions to your financial and wealth management needs:

Planning for Financial Independence

In financial planning far too often people are sold products. While each product solves a problem, each product works independently to serve only its intended purpose. Events end up exactly as predicted, but very little attention is given to any integrated financial strategy. At CAMG we believe that financial success comes by focusing on strategy. Our approach is to develop your financial strategy first.

Once we can articulate your goals and objectives, we can then focus investment opportunities and the products that can help you achieve your dreams. We help you develop the blue print to develop your financial house and divide it into areas of Protection, Savings, Wealth Accumulation, and Asset Management.

Our financial services should be integrated with our clients' dreams and desires. Our solutions are open to numerous combinations, and individualized to produce results that help achieve those goals and dreams.

Institute for Financial Independence

CAPITAL Asset Management group developed a learning center, The Institute for Financial Independence's (IFI), to teach you how to take charge of your money and make it work for you. We emphasize financial education and help you identify your goals - how you really want to live - and then craft a strategic money management plan designed to make your dreams a reality.

To hone the skills you have acquired in our programs, our Learning Center, the Institute for Financial Independence sponsors monthly workshops on specific financial topics. Recent workshops have covered invisible loss of wealth, hidden taxation, how to continue to make your money work for you in these financial times, and how planning assumptions can fail.

Individuals who have completed Independence Planning Pro or the Integrated Independence Method can continue their financial education by attending workshops.