Capital Investment Management

Our Vision

Capital Investment believes in empowering individuals and families to achieve financial clarity and security through personalized guidance and collaborative planning. We partner with you to identify your financial goals and create a customized roadmap to help you reach them.

Our Story

Founded over thirty years ago, Capital Investment is built on a foundation of family values and ethical principles. Led by Maureen McShane, we carry on this legacy by fostering strong relationships with our clients and providing personalized attention to their individual needs. Our team of experts collaborates with key partners to deliver a comprehensive and holistic approach to wealth management.

Our Approach

We believe in a holistic approach to financial planning that considers your entire life and aspirations. This involves:

• Understanding your values and goals: We work closely with you to identify your vision, values, health, work, family, lifestyle, and financial comfort goals.
• Prioritizing your needs: We utilize a "Life Map" tool to differentiate between wants, needs, and wishes and prioritize accordingly.
• Creating a personalized plan: We take a collaborative approach to develop a tailored financial plan that aligns with your unique needs and aspirations.

What We Do

Capital Investment offers a comprehensive range of services to address all aspects of your financial life, including:

• Retirement planning: We guide you through your retirement savings journey, helping you choose the right plans and investments for your situation.
• Investment management: We utilize a data-driven approach to investing, considering your individual risk tolerance and goals.
• Risk management: We identify potential risks and implement strategies to protect your assets and ensure financial security.
• Estate planning: We assist you in creating a robust estate plan that meets your specific needs and wishes.

Our Commitment

At Capital Investment, we are dedicated to providing exceptional client experiences. We hold ourselves to the highest standards of ethical conduct and transparency. We are committed to open communication, personalized guidance, and building lasting relationships with our clients.