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.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

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.

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Why You Want to Know How Much Your Business is Worth

An up-to-date valuation may seem like an unnecessary expense for a small business, but it could prove to be invaluable to achieving long-term goals. Knowing the current value of a business can affect how an owner might approach everything from retirement to estate conservation to a succession strategy.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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