Capital Advantage, Inc. in Walnut Creek, CA, is a wealth management firm dedicated to providing expert advice and personalized service to clients seeking financial clarity and success. With over 40 years of experience, they offer tailored investment management and financial planning services to pre-retirees, retirees, women, Kaiser employees, and TPMG physicians.
At Capital Advantage, clients can expect 100% fee-only services from fiduciary advisors who prioritize building meaningful relationships and understanding individual financial goals. The firm's personalized approach combines the expertise of large institutions with the attentive care of an independently-owned wealth management firm to create custom portfolio management and financial strategies.
Whether you are planning for retirement, seeking investment guidance, or looking for financial clarity, Capital Advantage aims to be a lifelong partner in helping you plan, grow, and prosper. Their process is designed to create personalized financial plans and investment strategies that align with each client's unique needs, goals, and aspirations for a secure financial future.
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