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

Lease Interest

What's the interest rate on the lease you're considering?

College Funding

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

The Land of Income Mobility

In America, just about anyone who is dissatisfied with his income has the opportunity to roll up his sleeves and move into a different income bracket.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Are You Making These Cash Mistakes?

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

More Newsletters →