Investment Services & Life Insurance
Welcome to Capital Portfolio Management
Planning for retirement today is different than it used to be!
Capital Portfolio Management offers comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family's future, Capital Portfolio Management is Maryland's preeminent investment advisor.
Whether you are a veteran of success or are just starting to manage your portfolio, Capital Portfolio Management can help you achieve your goals and surpass them in time.
Financial Guidance
We Offer Personalized Plans to Match Your Needs.
Why Choose Capital Portfolio Management?
Because creating an effective financial strategy can help turn your goals into a reality. Whether you are planning for your retirement, preparing for your child’s education, or putting a retirement strategy in place for your business, CPM can help. Time is a precious commodity, especially in today’s fast paced lifestyle. CPM aims to give you more of that all-important time to spend with family, building your business or whatever life throws at you next.
Legacy Planning Concepts
What you leave behind can be altered greatly by what you do when you are here...
LEARN MOREContact Us
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Helpful Content
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?