In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors take too much risk for too little return, receive mediocre service and conflicted “advice,” and pay too much in taxes, commissions, and fees. We solve these problems. It’s who we are. It’s what we do.
Our business is the delivery of sound fiduciary advice resulting in simple yet sophisticated wealth management solutions. Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency. Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience resulting in the wisdom to offer advice that is best for you.
Subscribe to Our Newsletter
Market Updates and Financial Tips Delivered Straight to Your Inbox!
The best preparation for tomorrow is doing your best today.
H. Jackson Brown, Jr.
Risk comes from not knowing what you’re doing.
The first step towards getting somewhere is to decide that you are not going to stay where you are.
Someone’s sitting in the shade today because someone planted a tree a long time ago.
Growth and Added Protection
During the accumulation phase of your life, we assist you with strategies specifically intended to grow your hard-earned assets while helping protect them from losses due to market downturns and taxation.
When it comes time for you to begin receiving income from your portfolio, we’ll show you strategies that can provide lifetime income and optimize your retirement benefits.
Whether it’s inheritance to your spouse and family, the succession of your business, or charitable gifting options for your estate, we’ll present you with the pros and cons of your options and provide experienced advice.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Capital Appreciation, Inc. dba Asset Protection Group; and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Advisory services are offered by Capital Appreciation, Inc. dba Asset Protection Group; a Registered Investment Advisor in the State of Florida. Insurance products and services are offered through Insurance Planning Services of Miami, Inc. dba Asset Protection Group; an affiliated company. Capital Appreciation, Inc. dba Asset Protection Group and Insurance Planning Services of Miami, Inc. dba Asset Protection Group are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Florida or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.