Join Capital Advantage for our
2018 Market Outlook and Tax Update
2017 was a solid year for the global economy and for the US stock market. In fact, there were 66 new record highs for the S&P 500 last year. But with high valuations, rising interest rates and geopolitical risks, will the bull run continue into 2018 or are we careening toward a recession? The Capital Advantage Investment Committee has taken a careful look at the facts, and will explore the opportunities, risks and uncertainties of today’s economic picture.More Info
Capital Advantage is the
Largest Wealth Management Firm in Lamorinda
Capital Advantage has surpassed $600 million in assets under management, cementing its spot as the largest wealth management firm* in Lamorinda. *Wealth management firm is defined as a locally-headquartered, independently-owned fee-only advisory firm that provides both financial planning and investment management services (3/2017).Learn More
With Capital Advantage you get
Decades of Experience
Capital Advantage is committed to helping you define, and then achieve, your financial goals. We provide personalized service, detailed planning, and the superior level of expertise that comes with over 30 years in business.Learn More
At Capital Advantage
We Know Your Dog's Name
And your son-in-law’s and your mother’s, too. We value personal connection and real relationships. Our team cultivates a culture of family, and we believe that our clients continue to appreciate our commitment to their lives, their financial independence, and their futures.Learn More
Explore our services
We are dedicated to helping you implement a personalized, reduced-risk investment strategy designed to make the most of your wealth.
Our planning process looks beyond the numbers to get a clear understanding of your financial needs, goals and desired results.
We are committed to providing you with outstanding service. You have high expectations, and we are dedicated to exceeding them.
Our advisors will help you craft a plan designed to balance your immediate financial concerns with your dreams for the future.