Financial Advisors
Madison, WI
Capital Wealth Advisory Group is a private wealth management practice serving Madison and surrounding areas since 1978. As an Ameriprise Financial Services affiliate, they provide comprehensive financial planning including retirement planning, investment management, tax planning strategies, and insurance planning for long-term care. Their team focuses on personalized service and multi-generational wealth solutions, helping clients develop clarity around their financial goals so they can focus on what matters most.
Ideal for: Mid-to-high-net-worth individuals, families planning retirement, business owners seeking comprehensive wealth strategies, clients focused on legacy planning
Service area: Madison, WI and surrounding communities
Forbes-Recognized Team: Named to the 2026 Forbes Best-in-State Wealth Management Teams list, recognizing excellence in helping clients focus on long-term financial goals.
40+ Years of Local Service: Established in 1978, they bring deep community roots and long-term relationships with families and clients throughout the Madison area.
Comprehensive Wealth Planning: Offers integrated services including retirement planning, investment management, tax strategy, insurance planning, and multi-generational legacy solutions.
Address: 7617 Mineral Point Rd Suite 200, Madison, WI 53717
Phone: (608) 663-7526
Website: ameripriseadvisors.com
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