Financial planning company serving primarily people of color. We currently have educational initiatives to serve those who can’t work with us in a one on one capacity as well as an initiative to help people of color get started in investing for less than $50 per month.
Capitalwize is a Fee-Only Registered Investment Advisory Firm. We help people take control of their money with clarity and confidence. We are true fiduciaries. This means we have a legal obligation to do what’s in our client’s best interest. Instead of acting as just another subject matter expert on your financial team, we are the Financial CEO for your financial team. Which means you can come to us as one centralized point of contact without having to connect any of the dots yourself.
We help Self-Made Entrepreneurs, Tech Founders and Public Figures own a business that doesn’t run them, while simultaneously increasing their net worth. We are your virtual financial executive team. The true path to peace and fulfillment while still maximizing your profit.