Capitol Wealth Management

Capitol Wealth Management Capitol Wealth Management offers comprehensive financial services and specializes in helping professionals plan for retirement and other milestones.

We are passionate about your success. We view your entire financial picture from a wide angle lens, address all aspects of your plan, and utilize our diverse experience to help you with growth, preservation, and legacy planning. http://joinwoodbury.com/disclosures/socialmedia
http://www.finra.org/
http://www.sipc.org/


Securities and Investment Advisory Services offered through Woodbury Financia

l Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services offered through Capitol Wealth Management, not affiliated with Woodbury Financial Services. Woodbury Financial Services, Inc. does not offer legal or tax services. Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
06/05/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Does your business have a retirement strategy that fits your short, long-term needs?
06/03/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

06/01/2026

There are benefits and limitations when using a living trust.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
05/29/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
05/27/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
05/25/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Retirement may change your perception of investment risk.
05/20/2026

Retirement may change your perception of investment risk.

A change in your mindset during retirement may drive changes to your portfolio.

Terrible or wonderful; Could a variable annuity be right for you?
05/18/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

The question everyone has: Will Social Security be around for you? Read this.
05/15/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
05/13/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Address

Sacramento, CA
95825

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(916) 927-6490

Website

Alerts

Be the first to know and let us send you an email when Capitol Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Capitol Wealth Management:

Shortcuts

Share

Category