Capitol Wealth's commitment is to assist you, your families and your businesses in meeting your wealth management needs by providing advice and quality service through a dedicated advisory relationship.  Through this relationship with Capitol Wealth Advisors*, you have access to a complete suite of wealth services.

Let us help you in achieving your life goals by:

  • understanding your unique client relationship
  • guiding you with a trusted, experienced representative
  • delivering the right services and best value to fulfill your financial objectives

Simply put... you get a rewarding experience.

You can choose from the complete wealth management program delivered through this team of wealth representatives at Capitol Wealth Advisors:

  • Brokerage (online trading, full-service sales and trading components)
  • Investment Management (retirement planning, portfolio analysis, 401k, IRA, 529 college plans, self-directed IRAs)
  • Insurance (term life, whole life, universal life, variable life, annuities, long-term care insurance)
* Wealth Representatives are registered with, and investment products and services are provided by PrimeVest Financial Services, Inc., a registered broker-dealer and registered investment adviser.  Member SIPC.  PrimeVest is not affiliated with Capitol Bancorp or its related companies.

In addition, Capitol Wealth will provide access to:

  • Trust and Estate Services (provided through a preferred service provider)
  • Financial and Tax Planning*

     

 
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

More Calculators →

Newsletters

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

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