As your wealth grows life doesn’t get simpler, it gets more complex. Now more than ever, you need the right strategies to navigate the risks and rewards of your hard work. That’s what we do. We provide financial advice for people who want to protect and grow their money.
As a Registered Investment Advisor (RIA) firm, we take a fiduciary oath to put your interests above all else. We are registered with the Securities and Exchange Commission, which means we are held to a higher standard of compliance in policies and procedures. Our advisor designations require annual continuing education, so we stay current with changes in the industry.
Our reputation is built on a long track record of working with people who like to succeed. Our process is sound and solid. We prioritize building a relationship with you so we understand how to help define your goals, review your assets, analyze your needs, provide recommendations, manage your portfolio/outside assets, and collaborate with your other professionals (CPA, Attorney, etc.).
With our online tracking tools, we monitor your progress and work with you to refine and revise along the way. Your 24/7 online access to accounts, reports, and processes provides you with the transparency needed to feel confident, knowing at any time and from any location, where you are in your financial progress.
Let us manage the complexities of your wealth so you can enjoy life!
For over 30 years, Capital Planning has assisted corporate executives, business owners, entrepreneurs, and high net worth families build and preserve wealth by providing investment management, wealth planning, and family legacy services.
Great service is our business and we are committed to making sure we provide it! Our mission is to empower our clients to enjoy their lives by managing the complexities of their wealth.
We continually strive to do our job well, and in return, our clients have been willing to spread the word and refer friends and family. We consider this our biggest achievement. We are proud of our long-lasting client relationships and come to work every day ready to stand beside them, guide them, and work diligently to help them grow and flourish.
Call us today at 425-643-1800 to schedule a complimentary consultation.
*Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Capital Planning, LLC does not serve as an attorney or accountant. Capital Planning, LLC does not prepare estate-planning documents or tax returns.