Capitol Wealth Management - Sacramento (CA)

Cat M I was referred to Lawrence last year for my taxes, by a mutual friend. He did a great job at finding every dollar I could get back on my return. Hes got a fun personality, and he knows his stuff. The wait time was really long, but maybe they were having a bad day. So bring your Kindle or something to do while you wait and youll be happy you went. Hes good! Im going back to him this year again, for my 2016 return, and I live almost an hour away. Thanks Lawrence!

Aida Valdez Please contact me regarding my 2020 taxes. I have left messages with your staff and need a response.

Joseph Hudson Greg is an incredible resource for any small business. He exemplifies how a consultant should handle their clients. He has the perfect coaching approach that allows you to stay in control of your business, while providing a strategic plan on how to scale and create the future you really want to see for yourself and your business. Greg is the consummate professional, attentive, punctual, and really concerned with the needs of his clients. Whether you need help lifting off, sustaining, or reaching new heights Greg can help you get there.

Christine Clayworth I interviewed several financial advisors when I was moving to Marin and wanted a local advisor. I chose Emily & am so glad I did! In the short time she’s been overseeing my finances I’ve been very impressed. She made some changes to my portfolio that were very positive. She’s proven herself to be very responsive & hands on. I have real confidence in her and her ability to manage my finances.