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Our Wealth Management Process

Capitol Wealth Partners uses a five-step process in designing your customized investment strategy.

Personal interview

We will conduct a thorough personal interview with you (and others you deem appropriate) to obtain the background data needed to develop your customized investment strategy. Our group will also ask a series of specially designed questions to help understand your comfort level for risk. Additionally, we will ask about your previous investments and planning experience. The more information we gather, the better we can help develop a strategy.

Personal interview

We will conduct a thorough personal interview with you (and others you deem appropriate) to obtain the background data needed to develop your customized investment strategy. Our group will also ask a series of specially designed questions to help understand your comfort level for risk. Additionally, we will ask about your previous investments and planning experience. The more information we gather, the better we can help develop a strategy.

Developing your strategy

Your background information is thoroughly analyzed by Capitol Wealth Partners, along with the firm’s investment planning, asset management, and estate investment planning specialists. Because we have the freedom to help you select which strategies may be right for you, the team develops your strategy with unbiased, objective advice. Our group then prepares a presentation, including goal assessment and plans, asset-allocation analyses and recommendations, and various tax and estate-planning strategies as needed for larger estates.

Developing your strategy

Your background information is thoroughly analyzed by Capitol Wealth Partners, along with the firm’s investment planning, asset management, and estate investment planning specialists. Because we have the freedom to help you select which strategies may be right for you, the team develops your strategy with unbiased, objective advice. Our group then prepares a presentation, including goal assessment and plans, asset-allocation analyses and recommendations, and various tax and estate-planning strategies as needed for larger estates.

Presenting your strategy

Capitol Wealth Partners will explain all investment proposals, professional manager selections, past performances, and any costs associated with the management of your assets within the investment strategy. During this meeting we will answer any questions you may have as well as any questions posed by your associated financial or legal professionals or family members who assist in your decision-making processes.

Presenting your strategy

Capitol Wealth Partners will explain all investment proposals, professional manager selections, past performances, and any costs associated with the management of your assets within the investment strategy. During this meeting we will answer any questions you may have as well as any questions posed by your associated financial or legal professionals or family members who assist in your decision-making processes.

Implementing the strategy

When you choose Capitol Wealth Partners as your primary financial advisory team, we strive to provide excellent service every step of the way. Led by a dedicated team of service professionals, we will handle any paperwork required for consolidating assets from other firms, electronically linking your accounts to your preferred banking institutions and distribution options to consolidate 401(k), 403(b), IRAs and other retirement plans.

Implementing the strategy

When you choose Capitol Wealth Partners as your primary financial advisory team, we strive to provide excellent service every step of the way. Led by a dedicated team of service professionals, we will handle any paperwork required for consolidating assets from other firms, electronically linking your accounts to your preferred banking institutions and distribution options to consolidate 401(k), 403(b), IRAs and other retirement plans.

Reviewing and updating your strategy

Because both the economic environment and your organization’s situation are constantly changing, Capitol Wealth Partners recognizes the importance of staying in contact with you. Our team also employs sophisticated technology that reviews and tracks asset allocation and investment plans. Clients receive consolidated detailed monthly statements and quarterly performance reports on all managed accounts. There is a complete annual tax summary provided, which chronologically lists all your securities transactions, interest and dividend income and other reportable tax transactions for the year.

Reviewing and updating your strategy

Because both the economic environment and your organization’s situation are constantly changing, Capitol Wealth Partners recognizes the importance of staying in contact with you. Our team also employs sophisticated technology that reviews and tracks asset allocation and investment plans. Clients receive consolidated detailed monthly statements and quarterly performance reports on all managed accounts. There is a complete annual tax summary provided, which chronologically lists all your securities transactions, interest and dividend income and other reportable tax transactions for the year.