About us
Capitalwize is a Fee-Only Registered Investment Advisory Firm. We are true fiduciaries. Which means we have a legal obligation to do what’s in our clients best interest. Instead of acting as just another subject matter expert on your financial team, we are the Financial CEO for your financial team. Which means, you can come to us as one centralized point of contact without having to connect any of the dots yourself. You can learn more about our process here.
- Website
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https://capitalwize.co
External link for Capitalwize, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Charlotte, North Carolina
- Type
- Privately Held
- Founded
- 2017
Locations
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Primary
Get directions
615 S College st
9TH Floor
Charlotte, North Carolina 28202, US
Employees at Capitalwize, LLC
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Kenney N. Conwell
Founder of MyMoneyEDU, Financial Educator, Registered Investment Advisor
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Crystal Roseman
I help individuals invest and businesses become more profitable by reducing their tax burden and finding programs which provide tax incentives which…
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George Acheampong
Founder at Melanin Money
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Da-zha Jones, MSFP, CFT-I™, AFC®, CFP®
Money Strategist & Coach | Financial Planner