Whatever your financial priorities are, we have the resources, experience and customized solutions to address your unique situation and goals.
Explore our value to clients below.
Your personal financial goals and dreams are at the forefront of our process.
Putting together all of the pieces of a successful wealth management strategy can be a daunting task for individuals and families. Whether you are a seasoned, experienced investor or are new to financial decision-making, you may have questions about investment strategy and planning.
A key component of our investment approach is to make sure that we are clear on what your goals are, and that you’re clear on how your wealth will be managed.
For us, you are more than just an account. You are a person with a story, and a family, and a future—and we’re here to help sort through all the options and to help you protect and grow what you’ve already built.
We also know that families can be complicated, and things don’t always go according to plan in life.
A loss or divorce can be overwhelming, and we believe that during major life transitions, our role is to provide support, transparency and comfort. We are highly experienced at working with clients who are:
Approaching retirement or newly retired
Recently widowed or divorced
Newly appointed trustees or inheritance recipients
Currently balancing college and retirement savings
We function as your personal financial advisor, someone who is available to sort through your challenges and collaborate with you to determine—and implement—solutions.
Capital Advantage, has been successfully designing financial plans and strategic investment strategies for Kaiser Hospital/Health Plan employees and TPMG physicians for nearly 30 years. We specialize in helping to navigate the intricacies of the rich, and often complex, Kaiser benefit plans.
Our clients work side by side with our team of credentialed financial professionals. Our dedicated team consists of Certified Financial Planners, Chartered Retirement Planning Counselors, a CFA charterholder, Registered Paraplanners, Investment Advisor Representatives, and MBA graduates.
Services regularly provided to our Kaiser/TPMG clients include:
- Savings and wealth accumulation plans
- Personalized investment selection in retirement accounts
- Assessment of pension plan distribution options
- Retirement account transfers, rollovers and/or consolidation
- Utilization of plan savings to generate income during retirement
- Maximization of health care benefits over the short and long term
Our office is located in downtown Lafayette, where we manage over $600 million in client assets and work with over 500 clients— the vast majority of whom live in the East Bay Area.
Capital Advantage is uniquely equipped to provide Kaiser/TPMG employees with tailored financial advice to help them maximize their investments while paving a strong path to retirement*. Call us today at 925.299.1500 to schedule a free portfolio evaluation.
Please see Important Disclosure
Whatever your financial priorities are as a business owner, we have the resources, experience and customized retirement planning process to address your company’s unique situation and goals. Our integrated approach is designed address all of your business and personal financial goals.
Fiduciaries of employee benefit plans must administer and manage their plans prudently and in the best interest of the plan’s participants and beneficiaries. We will help you fulfill your very important role as a plan fiduciary.
Capital Advantage is ERISA bonded. The Employee Retirement Income Security Act of 1974, or ERISA, is a federal law that sets minimum standards for pension plans in private industry to protect the assets of millions of Americans so that funds placed in retirement plans during their working lives will be there when they retire.
Capital Advantage provides a wide range of services to help you preserve and grow your organization’s assets. We work with you to make recommendations and develop investment guidelines in support of funding and planning goals. We can also assist your potential donors in making charitable contributions, providing day-to-day management and administration for gifting. Our integrated approach addresses your non-profit’s long-term goals, freeing up more of your time to focus on your organization.