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<sup>What We Do</sup><br/>Mission-Driven <br/>Wealth Management&#160;<br/>

What We Do
Mission-Driven
Wealth Management 

Our list of services is extensive. Through my office you have immediate access to what is likely the widest array of financial products and services available anywhere.

There is one critical point to understand: There are no 'Capitol Securities’ mutual funds, private accounts, managed "this or that'' or any other type of proprietary products.

Why is that so important? Few if any investors realize this but, if you are with ABC Management or XYZ funds and just assume you are getting the best impartial advice - common sense indicates you could be wrong.

As an example, if DEF management happens to outperform ABC management every single year at much less risk, who at ABC management would ever alert you?

Who We Help
Change of Confidence
for Your Financial Future

As a truly independent advisor my only bias is your best interest.
I recommend options based solely on how effective I feel they will be for your future.

Affluent
Individuals

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Business
Owners

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Municipalities

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4 Critical Financial Saving Facts

Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about  important Social Security facts and what you should know as an investor.

Services
How We Help

Take the Time to Plan
If you fail to plan, you plan to fail.

Start Planning For Your Future


Wealth Management

There’s no such thing as a one-size-fits-all portfolio. Your wealth management should be as unique as you are.

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Financial Planning

Intelligent financial strategies can enable better lives for clients regardless of age or background.

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Investment Management

We work to explore investments that takes into consideration your goals, time horizon, and risk tolerance.

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CD Investment

Our office offers brokered CDs and money market funds, ensuring liquidity, best rates, and no early withdrawal fees.

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<sup>About Us</sup><br/>Who You Work With Makes a Difference. <br/>

About Us
Who You Work With Makes a Difference.

Mr. Sharpe, a multiple Five Star Wealth Manager award winner with over thirty-five years experience will immediately awaken you to simple investment principals that have allowed some of America's most affluent individuals and families to get where they are today.

These simple principles have worked for decades to create wealth and multiple generations of affluence. They continue to work to this day.

During a free one-hour consultation Mr. Sharpe will reveal these strategies. As he does, you will easily begin to anticipate just how much they could mean to you and your family’s future.

Resource Library

Curated articles, videos, and more, for a financially savvier you.


Retirement

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Lifestyle

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Investment

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Let's Talk About
Your Goals

This could well be the day that you’ll look back on years from now as the day that changed everything, the one day that made it all possible.

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