Welcome to Capitol Wealth

Capitol Wealth's commitment is to assist you, your families and your businesses in meeting your wealth management needs by providing advice and quality service through a dedicated advisory relationship. Through this relationship with Capitol Wealth Advisors, you have access to a complete suite of wealth services.

 

 

Let us help you in achieving your life goals by:
  • understanding your unique client relationship
  • guiding you with a trusted, experienced representative
  • delivering the right services and best value to fulfill your financial objectives
Simply put… you get a rewarding experience.

You can choose from the complete program for wealth management delivered through this team of professional wealth representatives at Capitol Wealth Advisors:

  • Brokerage (online trading, full-service sales and trading components)
  • Investment management (retirement planning, portfolio analysis, 401k, IRA, 529 college plans, self directed IRA's)
  • Insurance (term life, whole life, universal life; variable life; annuities; and long term care insurance)
In addition, Capitol Wealth will provide access to:
  • Trust & Estate Services
  • Financial and Tax Planning*

PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

View PRIMEVEST privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

For a comprehensive review of your personal situation, consult your tax Advisor. Neither PrimeVest, nor any of its representatives, may give tax advice.

Mutual Funds, Variable Annuities and UITs are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. A prospectus is available from an Investment Executive. Please read the prospectus carefully before investing.