Your entrepreneurial vision. Our strategic advice.

The Capitol Group Patrick J. Henning, Robert Jurta, David S. Pince, Emilie A. Checrallah

The Capitol Group


phone

603-226-1126
603-226-1115



phone

855-854-9540





address

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.

Together, we’ll design strategies to pursue your business and personal goals, and transfer your wealth in accordance with your wishes. We hold ourselves accountable to reflect your planning objectives and stay on track toward your performance targets. Our team is committed to providing investment strategies that seek to put your plan into action.

Our investment philosophy centers on asset allocation, diversification, a long-term view and predictable outcomes. While managing investments is a core competency of ours, holistic advice and planning is where we display our value most clearly.


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.

For many of the entrepreneurs we serve, their business represents the bulk of their assets and we empathize with the business and emotional decisions you face. Corporate executives need help creating income from equity awards and diversifying concentrated stock positions. Just as our team is well-connected to each other, so we are to our clients. We operate in an environment of mutual respect and integrity, and proudly serve as an extension of your team.

Preparing you for the inevitable transition is our focus: We start by discussing what success means to you. By considering the financial implications and the philanthropic possibilities in advance of a sale or retirement, we can help maximize the value of the business and your charitable legacy.


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.

The quality of our relationship is distinguished by the efficient and warm way we meet all your requests. We ensure that we have the staff and resources we need in order to serve entrepreneurs and executives like you—on your timetable and the way you prefer.

We respect your time when we connect with you and regularly offer updates on the status of items you asked us to handle. Or we might want to inform you about our latest investment thinking. Our calls and meetings always have an agenda, and we promise to follow through.


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.

Drawing on our internal and external networks, we provide the insights you need to create better financial outcomes. Working closely with dozens of experienced professionals, we bring together tax advisors, estate planning experts, merger and acquisition specialists, real estate attorneys and insurance brokers based on your needs. Our team includes a Certified Exit Planning Advisor (CEPA), who can help you evaluate your options for selling your business.*

By effectively leveraging the scale and scope of UBS, a global wealth manager and private bank, we work on your behalf. Through our firm, you have access to complex lending solutions, capital finance specialists and investment banking professionals. Together, we’ll create a comprehensive wealth management plan for your pre- and post-sale needs, and work to shape your multigenerational legacy.


Erik Wheeler has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019



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