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I²m Financial Concierge

The I²m Financial Concierge Service has been designed to provide you with an unlimited level of individual counsel with your senior private family office concierge to address the matters you most wish to discuss. In addition to your primary contact, we also provide an unprecedented level of access to specialists within our firm and our network of partners who bring their own level of skills and knowledge to issues you may face. We provide an independent evaluation of your circumstances, and unbiased recommendations designed to help you address your needs.

Central Point of Contact

Personal Financial Web Page

Secure Online Document Vault

Income Tax Analysis

Planning for Financial Independence

4800 Montgomery Lane
Hampden Square m25, Bethesda
Maryland 20814
Phone: (800) 388-2386 or (240) 482-4000
Fax: (240) 482-4001
Email:

This site has been published for residents of AL, AZ, CA, CT, DC, DE, GA, FL, IL, MD, MO, MN, NC, NH, NJ, NY, OH, PA, TX, UT, and VA, WV. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities licensed associates of Capital Asset Management Group Inc. are Registered Representatives offering securities through Cambridge Investment Research, Inc. A Broker/Dealer. Member FINRA / SIPC. Licensed administrative associates do not offer securities. Investment advisory licensed associates of Capital Asset Management Group Inc. are Investment Advisor Representatives offering advisory services through Capital Investment Advisors, Inc. A registered investment advisor. Capital Asset Management Group and Capital Investment Advisors are separate and unrelated companies from Cambridge. Investment Adviser Representatives of Capital Investment Advisors may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Advisor representative registration requirements, or an applicable exemption or exclusion.

(800) 388-2386

I2m Financial Concierge

I²m Financial Concierge