At Capital City Wealth Management you will receive unbiased advice regarding your retirement income distribution plan. Our retirement income plans mix both risk management and capital appreciation, allowing for income needs today and into the future.
We are Fee-only advisors
As Fee-Only advisors, we have no products to sell and we receive no commissions. The only compensation we receive comes from you, the client, allowing us to provide completely unbiased financial advice. In other words, we owe allegiances only to our clients. Furthermore, as fiduciaries for our clients, we are legally required to represent our clients’ best interests.
We are rare
Fee-only advisors are unique. According to The National Association of Personal Financial Advisors (NAPFA), over 320,000 people call themselves “financial advisors” in the United States. Of those people, 75,000 are Certified Financial Planners (CFP®), and of that group around 5,500 are fee-only. Less than 2% of all advisors are fee-only CFP®s.
We Meet You Where You Are
Clients are more than welcome to visit us in Bismarck, North Dakota, but we are also 100% virtual!
CCWM uses technology that allows us to conduct our financial advisory process virtually. Using screen sharing applications make it feel like you are in the office with us!
We partner with world class vendors
Fidelity Investments® is a service provider to Capital City Wealth Management.
Working with Fidelity Investments® gives Capital City Wealth Management access to a wide range of products and services that can help us serve the needs of our clients.
Through our relationship with Fidelity Investments®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.
Fidelity Investments is an independent company, unaffiliated with Capital City Wealth Management. Fidelity Investments is a service provider to Capital City Wealth Management. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Capital City Wealth Management and does not guarantee, or assume any responsibility for, its content.
Fidelity Investments is a registered service mark of FMR LLC.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.