At Capitol Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Tim Murphrey, JD, CPA, CFP®
CERTIFIED FINANCIAL PLANNER™
Tim received his BBA/Bachelor of Business Administration in Accounting at Texas A&M University, Corpus Christi. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a licensed California...
Andrea Murphrey, CBC
Chartered Benefits Consultant
Andrea began her career in health care in 1987. Her focus is helping clients develop a clear, proactive and strategic vision that leverages employee benefits and risk management. She guides analysis, client relationships and...
Client Account Manager
A graduate from San Francisco State University with a BS in Business Administration, Steven has 26 years of industry experience focused on new business processing and client servicing. Licenses: Security Series 7 and Series 65 plus CA...
Client Relations Specialist
Kathyrn specializes in client relations and event planning. She thoroughly enjoys being of service to Capitol Wealth Management clients. As a freelance florist, Kathryn also creatively plans and executes beautiful, festive client...
As an administrative assistant, Zhanna provides integral support for the many day-to-day tasks ensuring operations run smoothly and timelines are met. Her working knowledge of the principles of accounting and positive upbeat attitude...
401(k) & Retirement Plan Specialist
Karin specializes in assisting organizations to optimize the structure and utility for their retirement programs. Karin began her career at John Hancock Life Insurance Company, in Boston MA in their retirement division. Later, she...
Registered Representative / Life Insurance Specialist
Ryan has 10 + years of experience in the life insurance industry. He is a ten-year member of the Million Dollar Round Table (MDRT), an international, independent association of the world’s leading life insurance and financial...