Taxes

• Charitable Giving
• Roth IRA

Investment

• Investment Management
• Mutual Funds
  Through a single annual fee, our financial advisors can help clients build balanced portfolios that hold stocks, bonds, mutual funds, cash and other types of securities.
• Bonds
• Wealth Management
  BOSTON, Nov. 21, 2023 /PRNewswire/ — Capitol Securities Management, Inc. is pleased to welcome Arthur W. Wood, Wealth Management Division and its advisors, representatives and clients to the company. Arthur W. Wood, a Boston firm dating back to 1899, has transferred their Wealth Management Division to Capitol Securities. Both firms have a Clearing and Custody arrangement with Raymond James … Read more
• Money Market Funds

Planning

• Financial Planning
  The financial planning industry has its share of extremes, from individual independents and impersonal giants. Capitol Securities Management is a welcome balance of a true regional firm’s client-focused service combined with big-firm products and protection. Our advisors like to call Capitol Securities “the best of both worlds.”
• Annuities
  Our most valuable assets aren’t stocks, bonds or annuities; they are the people on our team! Meet The Pros
• Long Term Care
• Asset Management
  Capitol Securities financial advisors can create custom investment strategies and asset allocation solutions with exposure to both traditional and alternative investments for portfolio diversification. Given the dynamic nature of the financial markets, we also make strategic adjustments when necessary to help keep your portfolio headed in the right direction. Our broad range of investment products includes, but is not limited to...
• College Funding
  No matter your life stage, once a Capitol Securities Management financial advisor has an understanding of your financial goals, we provide the tools and resources to help achieve them. Because Capitol Securities has no banking arm and no proprietary products to push, our financial advisors have the freedom to recommend the products and services best suited to your individual needs. Whether you require college planning, estate planning or trust administration planning, we are dedicated to helping you achieve your goals.