We believe in helping people feel confident and secure in their financial situations.

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Take Charge

OF YOUR
FINANCIAL FUTURE

Wealth
Management

FINANCIAL SECURITY IS ALL ABOUT PLANNING

WHAT'S YOUR PLAN?

Together, we’ll help you build a financial plan that fits your needs and motivations while preparing you for a secure future.

Tailored Financial Plan

We don’t believe in one size fits all.

Financial
Planning

We look at where you are, you tell us where you want to be. Plan for financial independence with expert-driven strategies that help you meet your long-term financial goals.

Investment
Management

Your portfolio should reflect your objectives. We assess your risk tolerance, desired outcomes, and tax situation to create an unbiased and diversified investment strategy that will serve you long term.

Retirement
Planning

The earlier you start planning for retirement, the earlier you can retire. We’re here to make sure your retirement funding and planning is sustainable so that you can retire securely despite the uncertain future. 

Tax
Strategies

We leverage tax-efficient strategies that positively impact your savings by taking advantage of uncommonly known credits, deductions and exemptions. The result? You keep more of your money.

Estate
Conservation

You’ve built a legacy. How can you best pass it on to your loved ones? We help you maximize your wealth by reducing estate taxes and ensuring that your assets are distributed according to plan.

Product
Diversity

From mutual funds and annuities to life insurance and college savings plans, we select products that are more likely to deliver the best results for you. 

FINANCIAL FREEDOM
AHEAD OF YOU.
A SOLID TEAM BEHIND YOU.

The
Backbone

Are you looking to save up for retirement, plan your legacy, or simply increase your financial literacy? No matter your goal, with over 100 years of cumulative experience between us, we know how to plan for your success.

What we stand by

Capital Promises

We’re independent.

This means no investment limitations from “approved lists.”

We manage your portfolio in house.

Have a question? Call us directly.

We hold ourselves to the highest standard of integrity.

We’re verified as GIPS compliant, which means that we maintain full accountability and transparency.

We run a fee-based advisory program.

You won’t see any commissions on your trades.

We use a multi-faceted approach.

We’re constantly re-assessing portfolios and analyzing global economic trends.

We value trust.

We respect your privacy, keep you informed, and never over-promise.

Capital Highlights

Capital Growth ranked in San Diego Business Journal’s ‘Top Wealth Management Firms in San Diego County’ for 2015

Capital Growth is verified as compliant with Global Investment Performance Standards (GIPS®).