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<br /><br /><br />Our History

Our History

Family Capital Management was formed in 1999 as a wealth management firm that is independent and objective in our advice to clients. Because we don't represent a company or brokerage firm, we are free to work with our clients to identify the best financial solutions tailored to their situations. We are primarily fee based in our relationship model with our clients which allows us to think and act independently of wall street and to bring forward the best solutions tailored to our client's needs and desires.

<br /><br /><br />Who We Serve

Who We Serve

FCM specializes in working with clients who value a close, personal, long term relationship with a trusted and knowledgeable Advisor.  We bring great value to senior executives, retirees, small business owners and those who have philanthropic capacity and desires.  Our proprietary process we have developed, “Planning With Purpose” has helped our clients have a comprehensive plan that integrates their values, beliefs, goals and objectives.  We have seen our clients live with purpose and have peace of mind as they seek to live the life they feel called to live.

<br /><br /><br />Planning With Purpose

Planning With Purpose

We approach planning as a dynamic and ongoing interactive process, not a one-time event. Our planning process allows us to work with you to take the most appropriate path to achieve all of your financial goals and objectives.

<br /><br /><br />Philanthropic Integration

Philanthropic Integration

Planning for a life of purpose and significance. Our clients often share our values of living life intentionally to fulfill their God-given purpose. This means that planning has to include answering the following important questions: How much is enough for you to maintain your desired standard of living? How much is appropriate for your heirs and others you would like to bless? What should we do with any excess to bless the community and the world beyond your family?

<br /><br /><br />Business Owner Services

Business Owner Services

Many business owners are looking to grow their business and maximize their long-term value. They also have an eye toward continuity and transferring value to enhance their own planning and wealth creation.

<br /><br /><br />Our Commitment To You

Our Commitment To You

At Family Capital Management our experienced staff works as a team to ensure the best possible interaction with our clients. Our service standards are top-notch. You can expect calls to be returned within 24 hours. Our staff works as a team so clients know they can talk to more than one person who knows their situation. The goal of each member of our team is to be a bright spot in your day. Communication. Confidentiality. Transparency.