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Investment Services & Life Insurance

Welcome to Capital Portfolio Management

Planning for retirement today is different than it used to be!

Capital Portfolio Management offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family's future, Capital Portfolio Management is Maryland's preeminent investment advisor.

Whether you are a veteran of success or are just starting to manage your portfolio, Capital Portfolio Management can help you achieve your goals and surpass them in time.

Financial Guidance

We Offer Personalized Plans to Match Your Needs.

Why Choose Capital Portfolio Management?

Because creating an effective financial strategy can help turn your goals into a reality. Whether you are planning for your retirement, preparing for your child’s education, or putting a retirement strategy in place for your business, CPM can help.  Time is a precious commodity, especially in today’s fast paced lifestyle. CPM aims to give you more of that all-important time to spend with family, building your business or whatever life throws at you next.

Retirement Strategies

It's never too early to start planning your retirement...

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Social Security Exploration

Will your Social Security benefits be enough in retirement?

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Legacy Planning Concepts

What you leave behind can be altered greatly by what you do when you are here...

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Contact Us

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Helpful Content

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Raising Healthy Children

Raising Healthy Children

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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This calculator compares the financial impact of leasing versus buying an automobile.

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This calculator can help you estimate how much you should be saving for college.

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This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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This calculator will help determine whether you should invest funds or pay down debt.

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Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Jane Bond: Scaling the Ladder

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There’s an alarming difference between perception and reality for current and future retirees.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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Around the country, attitudes about retirement are shifting.

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With alternative investments, it’s critical to sort through the complexity.

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