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.
Pre-Retirees
Our advisors help you create a plan to protect and grow your wealth today while providing clarity and confidence for your financial future.
Retirees
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.
Women’s Wealth
We understand the unique financial planning and investing needs of women, including planning for retirement, divorce, widowhood, and inheritance.
Kaiser/TPMG
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.
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.
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.
Our Recent Articles
Carl’s Top 6 Retirement Tips
I’ve interviewed over 90 guests on “I Used to be Somebody” and almost all say they wished they had ended their careers earlier. This includes me. However, it’s crucial to consider your financial situation before…
Congress Repeals WEP and GPO: What It Means for Social Security Beneficiaries
On January 5, 2025, President Biden signed into law the Social Security Fairness Act, repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These provisions previously reduced…
Debunking Myths: Does Owning Your Home in a Trust Impact Insurance Claims?
Due to the devastation of the fires impacting Southern California, there has been much speculation in the media about how insurance claims will be handled. Specifically, there are statements going…
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)