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.
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.
Fill out this simple form and we will contact you for your life insurance needs.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Income protection insurance can replace earnings during a disability and recovery.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
There are ways to improve your physical fitness without denting your fiscal fitness.
If it were easy to talk about money, everyone would do it. But in reality, conversations about finances are tough for...
Knowing your risks is essential when making investment decisions and exit decisions.
Get ready. We’re about to get deep. Have you ever thought about what means, means?
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When you retire, how will you treat your next chapter?
What if instead of buying that vacation home, you invested the money?