Wealth Management

Protecting and growing your assets through strategic investing starts with choosing the right group to help manage your funds.

Planning Your Financial Future with The Capital Group

Planning Your Financial Future with The Capital Group

No one knows what the future has in store, but fiscal planning from a trusted group of expert advisors can help stabilize your financial future when the unexpected occurs. 

As a fiduciary, The Capital Group advisors are free from any conflict of interest, which ensures we focus on what's best for the client at all times. We work with each of our clients to achieve this outcome by customizing a strategy that:

  • Provides ongoing, comprehensive, goals-based financial planning to help guide you toward a secure and enjoyable future
  • Builds a strategic investment process that utilizes:
    • Mutual Funds & Exchange-traded Funds
    • Individual Bonds & Stocks
    • Tax-sensitive strategies
    • Alternative investments
  • Develops and maintains the optimal income strategy throughout retirement, with emphasis placed on tax efficiency
  • Ensures you achieve your legacy goals, through family gifting and charitable giving. 
  • Mitigates risk (life insurance, long-term care, asset titling)
  • Partners with your existing team of professionals (Attorneys, Accountants)

Contact Tim Sommer, Senior Wealth Advisor, online or call us at 301-214-7666 to find out more about how working with The Capital Group can help you ensure a secure and stable financial future.

The Capital Group

Financial Planning Services

Our financial advisors have years of experience growing and managing a variety of accounts.

Whether you’re planning to buy your first home or are seeking advice about your retirement fund, The Capital Group has the skills and expertise necessary to help you establish a better financial future. Our group can assist you with the following:

From business owners to new retirees, The Capital Group can help you create a plan so your financial situation stays secure for the long-term. Our strategic investment planning will help grow your assets through professional advice provided by our team of expert financial advisors. Our personalized approach ensures that your accounts are only managed by a select few, eliminating unnecessary brokers, accountants, and advisors from the equation.

Discover what your financial future holds by contacting The Capital Group today.

The Capital Group Financial Planning Services
Working with The Capital Group

Working with The Capital Group

At The Capital Group, our focus is providing you with expert advice, plans, and services you can trust. We make financial planning accessible with cost-effective solutions for a variety of clients, from business executives to recent retirees

The following are just some of the benefits our clients enjoy:

  • Fair and reasonable fee-based financial planning services
  • Innovative web-based solutions to help streamline communications and administrative tasks
  • Results-driven professional team dedicated to your financial future

Managing your assets can be overwhelming without the help of a professional team to guide you through it. Our team has years of expertise in investing and advising, with a proven track record of outstanding results.

Contact our team today to find out how we can help protect and grow your assets for a better financial future.

Plan Ahead with The Capital Group

Are you ready to unlock the door to a more secure and stable financial future?

Our team can help provide the expert advice and financial planning services you need to better protect and grow your assets. Through strategic investing, careful planning, and goals-oriented advising, our team can provide you with the stability and security you need

Don’t be afraid of the unexpected. Contact Tim Sommer, Senior Wealth Advisor at The Capital Group, to help manage your accounts and get the peace of mind you deserve.

Plan Ahead with The Capital Group
The Capital Group

Are You Ready To Get Started?

If you're ready to develop business and financial plans that crystallize your goals and develop your future, we would be pleased to provide you with a proposal and quote for our services.

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Services We Offer

We offer dynamic solutions that help businesses worry less and grow more.


Risk Management

We strive to understand your business and tailor the best risk-management solution to protect your company, your assets, & your employees.

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Wealth Management

We provide the resources to manage your capital in the most efficient manner, while striving to maximize your most lucrative financial goals.

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We customize benefits packages to fit your needs, and act as an effective incentive to attract and maintain the best talent for your company.

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Retirement Plan Consulting

We diligently tailor your retirement plans to insure a more secure future for you, your employees, and your executives alike.

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HR Technology

Our HR management technology provides your company with the efficiency & ease of use to effectively manage your employee benefits.

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We provides compliance services to help companies avoid audit-related financial damages. Our team can handle all DOL audit requests.

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We are here to assist you with all your risk management, investment, employee benefit, and HR technology needs.