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Capital Management, LLC. logo

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.

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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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