Capital Management, LLC

Name: Capital Management, LLC
Address: 628 Green Valley Road, Greensboro, NC, 27408, US
Telephone: 336-856-2911

628 Green Valley Road, Suite 204
Greensboro, NC 27408

Phone:

336-856-2911

Fax:

336-856-9199

E-mail:

ljacobus@capitalmgmtinc.com

Proactively Managing Your Financial Future

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.

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.

Capital Management offers plans for comprehensive wealth management.

Ask us how we can help, and we'll do our job to make the rest easy. Start by calling Capital Management at (336) 856-2911.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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