Capitol Region Group is a wealth management firm based in West Hartford, CT, that is dedicated to providing insightful financial solutions and fostering a culture of service excellence and innovation. With a team of experienced professionals, they specialize in optimizing retirement and executive compensation plans for clients from various industries, including Raytheon Technologies, Pfizer, The Hartford, Trinity Health of New England, and more.
Capitol Region Group offers a comprehensive range of services, including retirement planning, investment management, legacy planning, and tax planning. They pride themselves on being fiduciaries, always acting in the best interest of their clients, and their financial advisors hold designations such as CFA and CFP, demonstrating their commitment to ethics and high standards of conduct. With their client-first mentality, Capitol Region Group aims to empower individuals towards achieving financial freedom and provide customized financial planning solutions through education and execution.
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