At Capitalwise Wealth Management, we help select businesses and high-net-worth families simplify their financial lives so they can focus on what matters most to them. We offer expert guidance for retirement, estate planning, investment, and risk management strategies, delivering comprehensive support for your financial world. Our goal is to help you secure your financial wellbeing, so you can face the future confidently—empowered to pursue the abundant life you deserve.
Money represents our hopes, fears, and dreams—so an excellent financial plan begins with knowing who you are. That's why we offer a humanistic and holistic approach to financial advice that considers the whole you. With openness and optimism, we create a plan that's your own “true north,” guiding you toward your most fulfilling future.
“At Capitalwise, we believe our clients deserve a dedicated team of professionals who provide personalized guidance and access to the best resources. Our advisors are ready to help you grow, gain confidence and peace of mind, and ensure you get the most from your planning experience."
Ryan Wells
Founder & Managing Partner
For more than 30 years, the CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
The Certified Investment Management Analyst® (CIMA®) certification represents the pinnacle of investment consulting expertise. CIMA® professionals integrate advanced investment theory with practical application, equipping them to deliver sophisticated portfolio construction and risk management strategies. This rigorous program ensures that advisors are well-prepared to meet the complex needs of high-net-worth clients, fostering trust and confidence in their financial guidance.
The Accredited Investment Fiduciary® (AIF®) Designation represents a commitment to excellence in investment fiduciary practices. AIF® designees are equipped with the knowledge to uphold fiduciary principles, adhere to rigorous standards of conduct, and implement a structured process for managing fiduciary responsibilities—all to ensure the best outcomes for those they serve.
Designed for immediate, real-world application, the financial planning strategies taught in the Chartered Financial Consultant® (ChFC®) program prepare designees to advise a full range of potential clients on a diverse set of financial matters.
For nearly 100 years, the Chartered Life Underwriter® (CLU®) designation has helped insurance and financial professionals seeking the knowledge they need to succeed in the life insurance field. Through the program, designees gain an in-depth understanding of the practical, legal, and ethical aspects of life insurance and learn how to provide the best solutions to a modern and diverse clientele facing a range of risks and financial situations.
The Certified Plan Fiduciary Advisor (CPFA®) credential, issued by the National Association of Plan Advisors, reflects a high standard of excellence in fiduciary guidance. Designed to prepare professionals to assist plan fiduciaries in navigating their roles, the CPFA® program combines rigorous testing with a commitment to continuing education, ensuring designees remain leaders in fiduciary best practice.
The Certified Divorce Financial Analyst (CDFA®) credential, issued by the Institute for Divorce Financial Analysts, is intended to equip professionals with advanced knowledge of the financial complexities involved in divorce. For many individuals, divorce is one of the most significant financial events they will ever experience. A CDFA® professional focuses on analyzing the unique financial challenges of divorce, using detailed data and insights to support fair and balanced settlement outcomes.
The Chartered Retirement Planning Counselor (CRPC®) designation, offered as a specialized program for financial professionals, is designed to strengthen expertise in retirement planning. This program equips experienced advisors with the tools to create a clear “road map to retirement” tailored to each client’s goals. Emphasis is placed on addressing both pre- and post-retirement needs, along with key considerations such as asset management and estate planning.
You are now leaving the Capitalwise website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Capitalwise or any advisor(s) whose name(s) appears on this Website. Capitalwise is independently owned and operated. Schwab neither endorses nor recommends Capitalwise. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Capitalwise under which Schwab provides Capitalwise with services related to your account. Schwab does not review Capitalwise's website, and makes no representation regarding the content of the website. The information contained in Capitalwise's website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
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