Our Services

CapWealth Advisors Services

Investment Service

  • Establishment of investment objectives for every client
  • Coordination with other professional advisors as requested, including CPA/ accountants, legal counsel
  • Individual meetings for evaluation of investment performance, updating overall financial objectives, and, as appropriate, adjustment of portfolio
  • Rebalance of investment portfolios
  • Quarterly investment statements including account performance compared to applicable benchmarks
  • Insurance planning

Client Services & Communications

  • Views of the current state of the investment markets, economic developments, tax law changes, financial market activities and personal finance items of interest on our website
  • Personal reviews on a periodic basis
  • Seminars on education, tax planning, estate planning and other timely financial planning topics
  • Prompt response time to emails, phone calls and other requests
  • Client education through ongoing conversations, emails and white papers
  • Assistance and direction on debt management and important life events such as births, deaths, graduations, marriage, divorce and declining health

Retirement Income & Distribution Planning

  • Analysis of current and future income needs and distribution requirements
  • Tax planning and management of retirement assets
  • Review and guidance on employer-provided retirement plans
  • Establishment of a holistic distribution strategy for retirement
  • Ongoing review of IRA beneficiaries in relation to the overall estate plan
  • Guidance and oversight of inherited IRAs

Family Wealth Planning

  • Estate planning review
  • Consultation with CPA accountant and attorney
  • Assistance with asset location and funding the estate planning entities
  • Guidance regarding appropriate steps in the event of the death of a spouse or parent
  • Educational services for other family members, children, grandchildren
  • Educational and expense planning

Tax Planning

  • Annual review of tax returns
  • Notification of new laws affecting taxes
  • Open and continuous dialogue with tax professionals
  • Creation of tax-efficient portfolios
  • Construction of family gifting strategies
  • “Family Vault” record storage and archiving