Let Us Help You Get Started Down the Right Path
By learning about your current financial situation and understanding the lifestyle you wish to achieve or maintain, Capital Consulting & Asset Management (CCAM) develops sound, individualized wealth management strategies.
Helping people reach their goals, build wealth, and live with peace of mind.
Are you saving enough to reach your goals?
Is your current Advisor a Fiduciary? Are they always looking out for your best interest?
Are your current Advisor’s fees transparent?
Through in-depth, long-term relationships, CCAM seeks to truly understand the unique circumstances and goals of each individual client.
We consider ourselves “Wealth Managers” who specialize in the building and preservation of wealth while providing peace of mind to our clients.
CCAM provides specific consultation and administrative services regarding investment and financial concerns of the client.
Whether your situation calls for Life Insurance, Long Term Care, Disability or Annuities, we will help you and make sure that you’re adequately covered.
Being a Fiduciary means that our clients’ interests are our top priority. We agree in writing to put your needs ahead of our own in every situation.
Corporate Retirement Plans
Whether you are a new or established business, we can help you start a Qualified Retirement Plan that helps you and your employees plan for your financial future.
Capital Consulting & Asset Management (CCAM) is an independent, client-focused, and results-driven advisory firm based out of Lincoln, Nebraska. Our professionals have over 50 years of collective experience and are committed to continuous education. Our office delivers innovative strategies that provide clients with the financial future they desire. Also, on all CCAM managed accounts we agree in writing to be a Fiduciary.
Investment Policy & Process
We will prepare an Investment Policy Statement (IPS) which puts in writing your goals and objectives and investment strategy to achieve your goals.
This is important because regardless of market conditions, you will have a plan in place.
Explore our resources below:
What is a Fiduciary?
Read more about what a fiduciary is and how we help.
Browse our frequently asked questions.
Browse market indexes on Fidelity’s website.
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