The Capitol Region Group of Thrivent Financial offers a fee-based financial planning, investment management and protection strategy advisory service.
We help our clients, entrepreneurs and professionals, implement a best practices, holistic, multi-generational household financial plan for their families. We have experience across the investing industry with success identifying quality business and investment opportunities. We also bring a deep knowledge spanning commercial real estate finance and ultra high net worth wealth management. We can work with a client's existing team of professionals or help adjust or build an effective team. We offer new prospects a 10-15 min phone conversation to learn about us, our services, and fees, and to answer their questions. We also take that opportunity to learn about them as well. If interested, we then offer a 1 hour consultation (in person or via Skype) to help prospects start building their financial strategy and make a decision on our service.
We also have two offices in the Greater Hartford area: South Windsor and West Hartford.
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Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
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BA - Economics