Wealth Management

Wealth Management

Better Financial Lives Through Technology and People

Personal Capital manages over one billion dollars for individuals and families. We’ve combined experienced investment professionals and new technologies to deliver an approach that makes sense.

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Overview

Wealth Management Services

The Kind of Relationship You Want

Personal Capital offers you the type of personalized and sophisticated wealth management service previously reserved for the ultra-wealthy. We’re transparent, conflict free, and on your side. In addition to the best technology, you’ll have a team of experienced financial professionals working on your behalf.

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Invest Smarter

A New Way to Invest

Our Smart Indexing approach combines dedicated Advisors, the Financial Dashboard, and behind the scenes technology to give you what we believe is the best chance for long-term success. It’s unbiased, based on leading academic research, and built for efficiency – low cost, enhanced diversification, and ruthless tax minimization.

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How To Get Started

It's Easy to Start Investing Better

Our process is about you. First, spend thirty minutes telling us about yourself and ask any questions you may have. We’ll show you the strengths and weaknesses of your current investments and present a strategy to improve them. It’s a sophisticated but easy to understand analysis. We think you’ll appreciate having a clear understanding how your money is currently positioned. There is never any pressure or obligation.

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Private Client Group

A Concierge Service for Clients with Investment Portfolios of $1M or More

Private Client membership starts at one million dollars of assets managed. Members receive our highest level of attention and service. It is an elite experience for a surprisingly low fee.

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Invest with Us

Start the conversation about your financial future. You can reach us directly at (855) 855-8005, click to schedule a call with one of our advisors, or enroll directly in our investment services.

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