About Us

Life takes
unexpected
twists and turns.

“You don’t have to be great to get started, but you have to get started to be great.”

— Les Brown

We help you stay the course.

As a comprehensive planning firm, Capitol Private Wealth Group takes a holistic approach to organizing and prioritizing your goals and objectives. Our time-proven process helps us understand the details of your current situation and optimize your resources to improve your chances of financial success. We work closely with you to develop, implement, track and fine-tune your financial plan in order to realize the goals you’ve set forth. Above all else, we take the worry and uncertainty off your shoulders and willingly place it onto our own.

At Capitol Private Wealth Group, what matters most to you, matters to us. We are committed to providing open and honest communication, in good and in bad times, in bull or bear markets.

We strive to be proactive and to consistently deliver first-class, competent advice that is unbiased and delivered on a timely basis, based on your life-goals, values and objectives.