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Brett Machtig and the Capital Advisory Group Tackle Investors’ Most Pressing Issues

“Investors are having trouble knowing what to do in the current economic environment. Our goal is to provide the guidance needed to make sense of it all.”

So says Financial Advisor Brett Machtig, AIF®, CWS®, founding partner of The Capital Advisory Group, LLC (CAG)— Machtig is dedicated to helping high-net-worth investors navigate their top five greatest concerns.

How We Can Help

Estate Planning

Most clients leave their fortunes to their children, but many are woefully unprepared for the ravages of divorce or creditors. The Capital Advisory Group (CAG) provides personalized solutions for estate planning.

Business Planning

Successful businesses need help when setting up succession plans, dealing with partners or preparing a business for sale. CAG identifies clients’ suitable options and pinpoints weaknesses of existing plans.

Benchmarking

High fees hurt returns. CAG benchmarks client fees to compare them to industry standards. All prospective clients with $1 million or more in assets can request a free benchmark of their current holdings, courtesy of one of the firm’s managing partners.

Economy

For the past three decades, the Federal Reserve has reduced rates during financial downturns. Our dollar has been diluted at record rates since 2009. How will the looming rise in interest rates impact investments? CAG helps clients seek to capitalize on what-ever comes next.

Taxation

To solve their tax short- falls, states are shifting tax brackets and widening the range of taxable business assets. CAG works to seek to improve clients’ tax position by proactively working with clients and tax professionals.