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Freedom to Invest
Where You Want.

True diversification with alternative, safe, and traditional investments. Self-directed options, low fees, and a complete financial roadmap.

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tell us about

Answer a few simple questions and get a portfolio that’s tailored for you.

build smarter

Our innovative Wealth CAP investment bucketing approach applies data and analytics to drive every investment decision we make for your investments. Our on-hand approach takes the complexity out of investing.

receive smarter

Wealth CAP offers adaptive portfolios, innovative technology, portfolio rebalancing, and low flat fee pricing. Feel confident knowing your money is always working for you 24/7.

Our Mission:

To give investors a new approach to reaching their retirement goals.

  • True diversification
  • Fiduciary commitment
  • The power of advanced analytics, data, and technology
  • Low fixed monthly fees
  • No transaction fees

Retirement Done Smart

Wealth CAP makes sophisticated investing easy. We do it for you. Professionally curated portfolios made simple and affordable with cutting edge technology.

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