Capitol Region Group is a wealth management firm based in South Windsor, CT, dedicated to providing insightful financial solutions and fostering a culture of service excellence and innovation. With extensive experience in optimizing retirement and compensation plans for clients of major companies, their team specializes in tailoring employee benefits to maximize individual financial situations.
Led by Sam Chang, a CFA charterholder and Dave Ramsey SmartVestor Professional, Capitol Region Group offers over 50 years of combined industry experience. As part-time CFOs for households, they provide comprehensive services in retirement, investment, legacy, and tax planning, with a commitment to acting in the best interest of each client as fiduciaries.
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