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Wealth Management

At CapEd, we believe in empowering you to take control of your financial future. Our wealth management services are designed to help you grow, protect, and transfer your wealth with confidence. Whether you're planning for retirement, investing for growth, or managing your legacy, we're here to provide you with the tools to manage your financial journey.

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Estate Planning

Achieve peace of mind by planning for your family and assets.

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Investment Services

Investment options to help you and your family.

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Roth and Traditional IRAs

Saving for retirement is important. An IRA can help with that.

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Simplified Employee Pension

Ideal retirement saving for the self-employed and small businesses.

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Medical Savings Account

A great way to help pay for eligible medical expenses.

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Insurance Services

Insurance options for your peace of mind.

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