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.

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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).

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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.

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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.

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Explore our services

Investment Management

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

Financial Planning

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

Personalized Servicing

We are committed to providing you with outstanding service. You have high expectations, and we are dedicated to exceeding them.

Retirement Planning

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

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Our mission is to help you get from where you are to where you want to go. Relax and enjoy life.
We’re with you every step of the way.