Capital Portfolio Management

We help individuals looking for a trusted financial advisor and to achieve their financial goals. We treat our client’s money with the same care and respect as we would our own.

Capital Portfolio Management

We help individuals looking for a trusted financial advisor and to achieve their financial goals. We treat our client’s money with the same care and respect as we would our own.

Capital Portfolio Management

We help individuals looking for a trusted financial advisor and to achieve their financial goals. We treat our client’s money with the same care and respect as we would our own.

Serving clients through trusted accountability

Planning

We’ll discuss your goals to create the best path to your future success.

Investing

The easy part is investing; the hard part is aligning risk tolerance to avoid emotional decisions.

Adapting

Life is constantly changing, and we must stay adaptable and vigilant to succeed.

Succeeding

Success is personal. We are here to help our clients achieve success, but it requires a strong partnership.

How We Start Working Together

A clear, step-by-step process to help you retire with confidence, create reliable income, and reduce taxes – all with no pressure.

Step 1: Right Fit Call

A short, friendly call to get acquainted and see if working together makes sense. No pressure – just a chance to learn about your goals and share how we can help.

Step 2: Discovery

In a relaxed planning session, we’ll explore your priorities, your financial picture, and what retirement truly means to you – so we can build a plan around your life, family, and legacy.

Step 3: Behind-the-Scenes Analysis

Afterward, we’ll dig into the details – analyzing your numbers, uncovering tax opportunities, and crafting a strategy that supports your income needs and long-term goals.

Step 4: Your One-Page Retirement Plan

We’ll review a clear, personalized plan – all on a single page – showing exactly how to generate income, reduce taxes, and maximize the wealth you’ve built.

Step 5: Sleep Before You Sign

No rushed decisions here. You’ll have time to review the plan, reflect, and discuss. Then we’ll reconnect to answer any questions and decide together on next steps.

Step 6: Get Started with Confidence

When you’re ready, we’ll schedule a quick onboarding meeting and send secure digital paperwork – so you can move forward with clarity and peace of mind.
Individuals concerned about their financial future
Individuals who want to create a plan and take action
Individuals willing to adapt their plan and goals as markets evolve

Who we serve

We make our client’s money work as hard as they do.

Ways we can help

This list features some of the most common obstacles our clients ask us to assist them with. For tailored advice, please reach out to us.

When should I start taking Social Security?

What pension option should I choose?

How much can I withdraw from my 401(k)?

Should I consider converting some of my money to a Roth IRA?

Will I run out of money in retirement?

What taxes will my beneficiaries have to pay?

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

Jared Rand

Senior Vice President, Wealth Advisor
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Qualifications & Experience

  • BS in Business Administration, Emporia State University - Kansas

Ready to Talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab
7 Retirement Tax Mistakes to Avoid