The Capitol Bay Group - Ameriprise Financial Services, Inc.

7500 Old Georgetown Rd Ste 1200
Bethesda MD 20814
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Opening Hours

  • Mon: 8:30am-4:30pm
  • Tue: 8:30am-4:30pm
  • Wed: 8:30am-4:30pm
  • Thu: 8:30am-4:30pm
  • Fri: 8:30am-12pm

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The advisor listed is an Ameriprise financial advisor in Bethesda. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. The Capitol Bay Group at Ameriprise Financial Services, Inc. provides financial planning and wealth management services for middle market business owners and corporate executives. Middle market business owners and corporate executives can have many responsibilities and very little time. You need someone who is knowledgeable and can see the entire picture, gets answers to your questions, and focuses on the details. We believe when it comes to financial planning, you need your business and corporate benefits to integrate with your personal plan. Our beliefs are that clients should have their portfolios aligned to their required returns determined from individualized financial plans and risk tolerance levels. We work to keep your fees competitive, employ active tactical asset allocation, and that ultimately macro-economic factors drive asset class returns. Intellectual Capital can be difficult to find and harness. We work with Certified Financial Planners and other professionals within Ameriprise as well as outside the firm to help our clients reach their goals................