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Proactively Managing Your Financial Future

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Proactively Managing Your Financial Future

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General Info
At Capital Management, LLC, our goal is to simplify your financial life and protect your wealth for future generations. We believe that the best way to do that is by surrounding you with a team of professionals, working together in a coordinated effort to help you achieve your goals. We integrate all of your financial needs into a comprehensive wealth management plan.
Business History
David founded Capital Management, LLC in 1980 and has worked in the financial services industry for over 37 years. He has been actively involved in helping hundreds of individuals plan for their financial futures. David holds memberships with the Institute of Certified Financial Planners and the International Association for Financial Planning. David is a 1970 graduate of Guilford College. He received the CFP designation in 1980 and will soon complete his Master of Science in Personal Financial Planning. Understanding his clients' needs and integrating them with the complex planning techniques gives him the ability to work with clients in a clear and successful manner.
BBB Rating
A+
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BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Sun:
Extra Phones

Phone: (336) 856-2911

Fax: (336) 856-9199

Toll Gree: (800) 887-6853

Services/Products
We provide expertise in the following areas: Comprehensive financial plans. Asset allocation strategies built around your risk tolerance. Investment management based on your individual goals. Succession plans and exit strategies for your business or private investments. Insurance solutions that protect against risk. Estate plans to preserve your legacy. Tax management. Services to assist our senior clients with the monitoring of their finances.
Payment method
amex, discover, master card, visa, check
Location
628 Green Valley Road, Suite 204,Greensboro, NC
Neighborhood
Green Valley
Amenities
Retirement & Financial Independence Investment Planning Risk Management Education REquirement Planning Complex Tax Strategies and Tax Planning Cash Management and Budgeting Estate Planning Charitable Giving Strategies
Associations
Institute of Certified Financial Planners International Association for Financial Planning.
AKA

Capital Management LLC

Social Links
Categories
Investment Advisory Service, Estate Planning Attorneys, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Retirement Planning Services
Other Information

Certifications: Certified Financial Planner

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