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Because It's Your Legacy™

Financial Planning with Thoughtful Outcomes

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome to Capital Intelligence Associates

Capital Intelligence Associates is a full-service independent wealth management firm with a clear understanding of the financial world and its constantly changing landscape. Rely on us to be your financial resource, to look after you and provide guidance. We carefully explain every step we take to ensure the recommendations we offer effectively address your legacy for today and tomorrow.

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Your Road-Map To Endless Horizons

Satisfying customer needs is the single biggest variable in the financial services industry today. At Capital Intelligence Associates, our success has been built on a foundation emphasizing one-on-one client communication practices that always seeks to place your interests first. This is the cornerstone of our business. Because it's your legacy™.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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