When Wealth Matters, You Need Capital!
Capital Private Wealth Management, Destin Florida, Financial Advisor
Corporate Headquarters
Destin, Florida

We provide highly sophisticated and customized wealth management services to high net worth individuals with the goal of sustaining and growing long-term wealth through optimal tax efficiencies, global investment strategies and multi-generational legacy planning while providing exceptional client service with low fees.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with the most suitable products and only the highest quality information and services to help you reach your goals.

Introducing our
Wealth Management Solution

Imagine if you had a place where you could view all of your financial accounts, copies of tax and legal documents, insurance coverages,  and your specific goals and strategic plans.  Everything about your financial and estate planning in one secure location, updated and organized, accessible whenever you want.

We have Wealth Management solutions customized to fit many needs.  Please click on the links below to view a short 3 minute presentation overview.

 

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

More Newsletters →