Lifestyle & Wealth Management

Lifestyle & Wealth Management: Overview

At CapWealth Advisors, we believe that managing wealth is much more complex than simply investing in certain stocks. Managing the changes that accompany life is much harder. Sometimes large changes in peoples’ lives require extra financial care, and we have experience helping our investors through almost every one of life’s transitions. In fact, many of our clients have been with us since the early 1980s—both our financial acumen as well as extraordinary commitment to customer care and satisfaction have everything to do with that.

As a firm, we try to eliminate or mitigate the fear that follows certain lifestyle changes. For example, we have guided our clients through the financial implications of:

  • Job Change
  • Death in the Family
  • Marriage
  • Divorce
  • Major Inheritance
  • Birth of a Child or Adoption
  • Retirement Planning
  • Disability Planning
  • Health Planning
  • Estate Planning
  • College Planning
  • And many other lifestyle transitions

In the following sections, you’ll find just a few ways we can help you financially through changes such as retirement, generational, estate and college planning.