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Helping you travel down your financial path. 

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Wealth Management is more than just investments

Capital Management Group (CMG) is an independent financial services firm that has over 100 years of combined  satisfied clients. Our business was built the old fashioned way – offering such high quality service and expertise, our clients referred their friends, family and business associates to us. Our decades of experience, personal attention, follow-up and accessibility have enabled us to build these successful, long-term relationships. On the other hand, we have also adapted our business model to encompass the various investing models used by cutting edge money managers. As an independent firm, we help you reach your financial goals by providing conflict free advice. In other word, we do not own any financial products. Our products are our services and our expertise.


Personal Advice for Personal Needs.

Our best investment is always the relationship we create with our clients, friends and business partners.


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Proper retirement planning has no short cuts, no quick fixes or no product that solves every need. It is achieved through relationships with professionals who have the expertise and experience to create a comprehensive strategy that suits your personal needs.

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CMG can provide the skills, information and discipline required to ensure that the fruits of your labor continue long into the future.

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