Capitalwize
Financial Advising
Why pick this one
Capitalwize is designed specifically for 1st generation millionaires and offers a flat fee structure without account size increases.
Best for
- financial planning for first generation millionaires
- comprehensive financial strategies for couples
- investing for busy professionals
Look elsewhere if
- traditional financial planning approaches
- those seeking minimal investment advice or low-cost services
Specialties
- personal financial planning
- investment management
- 401(k) rollover
- student loan planning
- financial planning for couples
Certifications
- CERTIFIED FINANCIAL PLANNER™
What makes them different
- designed specifically for 1st generation millionaires
- uses a Financial CEO model to coordinate clients' financial teams
- flat transparent fee structure that does not increase with account size
- access to private software including a personal financial website and digital storage vault
- Years in business
- over a decade
Distilled from this business's own website.
Contact & Location
- Address
- 1422 S Tryon St, Charlotte, NC 28203-4483
- Phone
- +17048846846
- Website
- https://capitalwize.co/
Services
- financial advising
- wealth management
- investment advisory