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Capital Management, LLC

628 Green Valley Road, Suite 204
Greensboro, NC 27408

Phone:

336-856-2911

Fax:

336-856-9199

E-mail:

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.

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck