FAQ 14

WHO DOES CAPITALOGIC PLANNING AND TOTAL WEALTH MANAGEMENT SERVE?

Clients come to CAPITALOGIC seeking a partner in the holistic management and organization of all portfolio assets and retirement accounts.  

CAPITALOGIC Financial Planning and Total Wealth Management clients will typically have significant financial assets, and in the case of families, often spread across multiple generations and among various individual, retirement, trust, and estate planning vehicles. 

Clients come to us at numerous points in their personal and financial lives – marriage, divorce, inheritance, retirement, sale of a business, birth of a child, loss of a spouse, you name it.  Not all have had great experience as successful investors or working with an advisor.  

Many clients are former “do-it-yourselfers” who’ve decided they want the assistance of an experienced market professional.  This is especially important to them as they are transitioning into retirement and want help maintaining a certain standard of living throughout the retirement years without the worry of running out of money.