We are fee-based financial planning and wealth management advisors committed to helping professionals, and families achieve their vision of financial success with a focus on personal service.
We work with you to provide a unique client experience that is designed to make financial planning meaningful and relevant to you.
We have a deep understanding of how the important elements of a financial plan like, portfolio management, tax planning, insurance, and estate planning can impact your life and your family.
Our focus is to provide objective advice and put your interests first. We are not compensated to sell proprietary products and are transparent on how we get paid. Our financial planning and portfolio management services are fee-based. We have two convenient offices located in Phoenix Arizona and we can meet with you in person or online. We understand your time is valuable and we can arrange a time that works around your schedule. We take the approach that everyone is different and probably has different goals. We incorporate this into a customized financial plan and your investment strategy. We pride ourselves on our style of presenting complex investment or financial planning solutions in plain English. We feel that it is important for you have a clear understanding of the choices you make for you, your business, and your family. We leverage technology to deliver the best service when it comes to reporting, client meetings, communications, and providing online access to your account information on demand. Our services are scalable meaning we work with a wide range of clients and investable assets. A significant number of Americans have most of their net worth in an employer retirement plan. Not everyone has assets to manage but can benefit from our services.
Transparent
Accessible
Personalized
Approachable
Technology
Scalable
Most people don’t view wealth as the destination but as the vehicle to get them to where they want to go. We start the planning process by asking; “What do you want to accomplish, and what are your dreams for your financial future?” At Capital Asset Advisors, we strive to provide incomparable service to ensure you receive the personalized guidance that you deserve. As your trusted advisors, we continually monitor your progress and communicate with you often to stay current on the changes in your life.
Plan Better.
Live Better.
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