Capital Asset Management Group is a financial planning firm located in Bethesda, MD. They offer a unique approach to financial planning, focusing on life planning rather than just money management. Their education-based planning approach helps clients become owners of their financial future by providing integrated, objective, and coordinated financial solutions.
With decades of experience, Capital Asset Management Group offers well-defined processes for financial planning and ongoing account management. They cater to a wide range of clients, including accomplished professionals, established professionals, young professionals, and businesses/institutions. Their goal is to create a personalized experience that meets the unique needs of each client.
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