Your entrepreneurial vision. Our strategic advice.
The Capitol Group
603-226-1126
603-226-1115
855-854-9540
1155 Elm Street
Suite 501
Manchester, NH 03101
“Clients choose us because it’s always about them and their family, and never about the dollars that are in play.”
As a business owner or executive, you focus on meeting deadlines, supporting your employees and providing for your family. But the future of your business is just as important as the pressing needs in front of you.
We are a group of experienced Financial Advisors who work closely with entrepreneurs, corporate leaders and their families. Our team has helped many business owners prepare for a sale or succession. We understand that a transition requires considerable advance planning to maximize the opportunity—and the impact. For executives, we assist with managing complex cash flows and addressing the risks of concentrated stock positions.
Looking ahead
Many entrepreneurs overlook what comes after a sale, and executives often don’t give enough thought to their post-retirement lives. We are here to help you answer the question, “What is the next next?” Our experienced team offers wealth transfer strategies to help shape your legacy. We focus on your well-being and that of your family, and seek to give you confidence at every stage of your life and work.
41%
Business owners who expect to exit within 5 years
Accountability
Making a plan to help you pursue your most important goals
You can count on us to address your entire financial situation. Our planning-driven approach begins by getting to know you, your family and your business. We look forward to engaging in those deeper conversations with you.
Our values
Working toward the financial goals of your family and business
Our core values are teamwork, partnership and trust, and we’re committed to being an ally in your entrepreneurial success. To that end, we work with you to determine how your business can make a lasting impact on your community and your family.
Client service
Understanding your complex situation
You’re busy. We get it. You can always reach someone on the team when you need us. And we’ll stay in touch with you through regularly scheduled, topic-driven interactions.
Credibility
Meeting the needs of entrepreneurial families
Our entire team works with families like yours across multiple generations and through complex transactions. We have deep experience helping entrepreneurs address the critical interaction of their business and personal finances.
Erik Wheeler has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019
Our perspectives
About us
Insights