Strategy. Execution. Success.


Expertise you can count on

We help our clients create peace of mind and financial security for themselves and their families. We provide a high level of service that meets and often exceeds our clients’ expectations. Our customized approach to managing wealth helps address the very specific financial goals of each client, in particular, their concerns for risk.


Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

A new phase

The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Meet our team

Learn more about The Capitol Main Street Group.

 

Latest Insights

The credit market’s message: Recession fears may be overblown

Credit markets continue to signal that there are few recession risks on the horizon, but that may be because central banks are back with a vengeance.

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