Capital Advisors

Investment Advisory Service, Financial Planners, Financial Planning Consultants

Be the first to review!

CLOSED NOW

Today: 8:30 am - 5:00 pm

Tomorrow: 8:30 am - 5:00 pm

(216) 295-7900Call Visit WebsiteVisit Website Map & DirectionsDirections20600 Chagrin Blvd Ste 1115Beachwood, OH 44122 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm

Places Near Beachwood with Investment Advisory Service

Maple Heights (6 miles)
Bedford (8 miles)
Solon (11 miles)
Gates Mills (12 miles)
Orange Village (12 miles)
Chagrin Falls (13 miles)
Northfield (13 miles)
Independence (13 miles)
Cleveland (14 miles)
Euclid (14 miles)

More Info

Email

Extra Phones

Fax: (216) 295-8300

TollFree: (888) 295-7908

Phone: (216) 342-5896

Phone: (216) 505-0691

Payment method

amex, cash, discover, master card, visa

Location

Tower East

AKA

Capital Advisors Ltd

Tower Corporate Advisors

Other Links

http://www.edgepoint.com

https://capitaladvisorsltd.com/contact

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Insurance, Investment Management, Mutual Funds, Retirement Planning Services

GalleryView all (1)

Gallery Image Number 1

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (216) 295-7900

Address: 20600 Chagrin Blvd Ste 1115, Beachwood, OH 44122

Website: http://www.edgepoint.com

People Also Viewed

View similar Investment Advisory Service

Suggest an Edit

Capital Advisors

Tax Planning
Our diverse offering of services delivers a forward-looking perspective to our clients’ financial lives, providing clarity as well as a sound basis for investment, estate, retirement, and business succession, as well as tax planning.
Charitable Giving
Finding a career where you can help people is not always easy. Yet, for Jacob, investment advising allows him to help people in the ways that matter most. Whether a client is working to save enough for retirement or hoping to maximize their wealth for charitable giving in the future, Jacob loves working with Capital Advisor’s senior analysts to research solutions that give clients peace-of-mind.
Estate Taxes
Tax Services
If the client engages us to do so, Capital Advisors, Ltd., LLC can provide tax preparation services as discussed in Capital Advisors, Ltd., LLCâ€™s written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.
Income Tax
In Part 1 of this blog, I covered the probability of wholesale tax code revisions occurring, and proposed increases in personal income tax. Now, let’s look at capital gains tax: the current top... read more
Capital Gains Taxes

Investment Management
™ provides deeper insight than a traditional risk questionnaire. Where suitable, it charts a measurable and systematic means to gain a complete understanding of a clientâ€™s financial affairs, and quantify how much risk they need to take in order to arrive at the investment allocation that meets their objectives. By integrating this with the more subjective qualitative measures, our solutions-oriented investment planning process produces prudent strategic and tactical portfolios that help our clients focus on the things that are important to them.
Mutual Funds
Wealth Management
A fiduciary holds a legal or ethical relationship of trust. Fiduciary duty carries with it the highest standard of care as defined by the law. The majority of wealth management professionals and/or investment advisors ARE NOT fiduciaries and are bound by much less stringent regulations. Capital Advisors, Ltd. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission (SEC), which means we are required by regulation to act in our clients' best interests.

Financial Planning
Our process addresses the three basic tenets of estate planning â€“ financial planning, orderly transfer of assets, and overall preservation of wealth.
Retirement Planning
We are skilled in the nuances of both qualified and non-qualified retirement plans. It is imperative that we understand these plans for design and implementation, as well as integration into a clientâ€™s personal financial affairs.
Asset Management
Proper diversification and strategic asset allocation to reduce â€œidiosyncraticâ€ risk and align the baseline portfolio risk/return characteristics with the investorâ€™s goals.*
College Funding
™ lays out cash inflows and outflows to help guide a client on major financial events: selling or buying a business, real estate transactions, retiring, college funding, estate planning decisions, and other major financial changes.
Asset Protection

View All Services

Provided by