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Your Personal Wealth Advisor

Tailored to Your Unique Needs and Goals

At Capital Advantage, we take the time to build meaningful personal relationships with our clients—together, we will help you develop a financial strategy unique to your life, your family, and your goals.

100% Fee-Only

40+ Years of Expertise

Fiduciary Advisor

Investment Management and Financial Planning

We are committed to helping you define and achieve your financial goals. We aim to provide highly personalized service, custom portfolio management, and tailored financial planning.

How We Can Help

Expert advice for your financial goals

Capital Advantage provides the expertise found in large institutions, but accompanied by the personalized customer care and individual focus that an independently-owned wealth management firm can provide.

Who We Help

Financial clarity for today, tomorrow, and well into the future

Wherever you are on your financial journey, we have the broad expertise and customized solutions to address your unique situation and goals.

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Our advisors help you create a plan to protect and grow your wealth today while providing clarity and confidence for your financial future.

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Already enjoying retirement? We’re here to help you stay on track for retirement success and help ensure that you will not outlive your retirement savings.

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Women’s Wealth

We understand the unique financial planning and investing needs of women, including planning for retirement, divorce, widowhood, and inheritance.

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We have been successfully designing financial plans and investment strategies for Kaiser employees and TPMG physicians for decades.

Explore Our Services

Plan. Grow. Prosper.

With over 40 years in the community, we seek to become lifetime partners for our clients, their children, and even their grandchildren.

Investment Management

We are dedicated to helping you implement a personalized investment strategy designed to make the most of your wealth.

Financial Planning

Our planning process looks beyond the numbers to gain a clear understanding of your financial needs, goals, and desired results.

Retirement Planning

Our advisors help you craft a plan designed to balance your immediate financial concerns with your dreams for the future.

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Our Process

Designed to help you achieve your unique financial goals

For us, you are more than just an account. You are a person with a story, a family, and a future.

Our process is carefully crafted to get to know you so that we can create a personalized financial plan and investment strategy that are specifically designed to help you achieve your financial goals.

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Success Story

How we helped a busy professional couple create a plan for retirement success

Nancie and Mark, both in their early sixties, are high-income earning, busy professionals with jobs they enjoy. Retirement suddenly seems to be a not-so-distant reality, and they’re finally ready to focus on formalizing their future plans, but they aren’t sure where to start.

Make Sure You’re on the Right Path to a Secure Financial Future

Contact us today to schedule a no-cost, no-obligation initial consultation with one of our advisors.

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Limitations: No amount of experience, recognition, or past success, nor the achievement of any professional designation, certification, degree, or license should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advantage is engaged, or continues to be engaged, to provide investment advisory services. Please see Important Disclosure.

Disclaimer: Capital Advantage, Inc. is not affiliated, associated, authorized, endorsed by, or in any way officially connected with Kaiser Permanente® or TPMG (The Permanente Medical Group)