Starting something extraordinary

Solutions for Business Owners and their Families

Solutions for Business Owners

Valuable Advice for you and your business

Providing innovative, practical and secure solutions to business owners and their families. The diverse and extensive experience of our team enables us to successfully align with personal and corporate goals.

Employee Benefits & Savings

A better benefits experience for your business

We have reimagined employee benefits from the ground up. Deliver more flexibility and cost control than you ever thought possible.

 

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financial planning for business owners

A new chapter for you and your family

True financial planning begins with the end in mind. You’re working hard, you’ve taken risks and many people depend on your success. Let CAPCORP work hard for you.

 

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wealth management

Live your best life

We are independent wealth advisors with a mission to help you achieve complete financial freedom. Our low fee, alternative, and transparent solutions deliver results that our client-families have been rewarded with for decades.

 

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WHY CAPCORP?

A long history of earned success

As a company with three generations of family involvement and over 40 years of success, we enjoy a certain stability that enables us to foster long-lasting relationships with our clients and partners.

 

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Partnerships

Building relationships with our clients ensuring stability, reliability and consistency.

Experience

We are business owners just like you. 40 years of gathering experience and sharing advice with business owners.

Independence

Offering any product for any situation, tailoring a solution to meet your unique needs.

Community

We love giving back to the community that’s given us so much.

Latest Article

Written by: Brian Hay Investment Specialist & Financial Advisor CAPCORP Financial I’ve had some interesting financial planning meetings over the years; each one different and memorable. I often think back to one meeting, where my client was trying to determine that magic “number” that would lead to a comfortable and secure retirement. Let’s call this […]

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