Proactively Managing Your Financial Future

General Info

At Capital Management, LLC, our goal is to simplify your financial life and protect your wealth for future generations. We believe that the best way to do that is by surrounding you with a team of professionals, working together in a coordinated effort to help you achieve your goals. We integrate all of your financial needs into a comprehensive wealth management plan.

Extra Phones

Fax: 336-856-9199

Toll Gree: 800-887-6853

Hours

Regular Hours

Mon - Sun:	9:00 am - 4:00 pm

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services

Services/Products

We provide expertise in the following areas: Comprehensive financial plans. Asset allocation strategies built around your risk tolerance. Investment management based on your individual goals. Succession plans and exit strategies for your business or private investments. Insurance solutions that protect against risk. Estate plans to preserve your legacy. Tax management. Services to assist our senior clients with the monitoring of their finances.

Payment Options

Location

628 Green Valley Road, Suite 204,Greensboro, NC

Neighborhood

Green Valley

Amenities

Retirement & Financial Independence Investment Planning Risk Management Education REquirement Planning Complex Tax Strategies and Tax Planning Cash Management and Budgeting Estate Planning Charitable Giving Strategies

Associations

Institute of Certified Financial Planners International Association for Financial Planning.

Other Link

http://www.capitalmgmtinc.com

Other Information

Certifications: Certified Financial Planner