Capitalwise Wealth Management

Proactive Wealth Management in Texas

Secure. Confident. Fulfilled.

Proactive wealth management for the life you deserve

Freedom for
What Matters Most

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.

This isn’t just about money.

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.

A Message from
Our Founder &
Managing Partner

“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

Our Designations

CFP®

CIMA®

AIF®

ChFC®

CLU®

CPFA®

Certified Financial Planner (CFP®)

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.

Certified Investment Management Analyst (CIMA®)

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.

Accredited Investment Fiduciary (AIF®)

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.

Chartered Financial Consultant (ChFC®)

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.

Chartered Life Underwriter® (CLU®)

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.

Certified Plan Fiduciary Advisor (CPFA®)

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.

Important Notice

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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