Capital Choice Advisors

Specialties

Retirement Income Planning, Wealth Preservation, Asset Protection, Estate-​Asset Protection Planning, Tax-​Planning, Investment Planning, Business Planning, Liability Management, Principle Protection. Working with Investors, Business Owners, Professionals and Individual Customer’s from different back grounds. Third Party Active Portfolio Management and Commercial Real Estate Investments for diversification, income & wealth building. High performance actively managed 401K platform. side by side comparison of costs/​performance between your existing plan (s) and ours.

History

Established in 1994.

Capital Choice Advisors was founded in 1994 for the purpose of being a truly independent objective voice and educator on Wealth Management issues. We have successfully served individuals, professionals and business owners on the safest most effective ways for growing and protecting ones wealth by making financial decisions for the future.

Meet the Business Owner

Robert S.

Business Owner

Named 2008, 2009 and 2010 Five Star Wealth Manager by Charlotte Magazine and recently reviewed in August 2010 Forbes Magazine. For over 17 years, Bob has been educating high income/​high net worth investors, business owners and professionals, in the most effective ways of managing and safely growing their wealth. His experience and expertise include taxes, asset protection, maximizing income through alternative investments and tax free growth with preservation of principal. He also has considerable experience in helping professionals and business owners optimize the tax advantages from owning their own business. Bob’s goal is to help improve his client’s financial health by educating them in making better financial decisions that will improve investment returns with lower risk, reducing taxes and maximizing their retirement income.