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.
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.
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Phone: (336) 856-2911
Fax: (336) 856-9199
Toll Gree: (800) 887-6853
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.