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.
Legacy Planning Concepts
What you leave behind can be altered greatly by what you do when you are here...
LEARN MOREContact Us
Fill out this simple form and we will contact you for your life insurance needs.
Helpful Content
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Rightsizing for Retirement
What does your home really cost?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Business Cycle
How will you weather the ups and downs of the business cycle?