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Membership in the Emerald Circle is offered to a limited group of CAP COM clients.
Invitations to luncheon meetings throughout the year with information that may include economic updates, featured speakers, updates on our firm – and, of course, the chance to speak with our staff and other members of the Emerald Circle.
Complimentary credit toward Income Tax Preparation provided by our team of income tax professionals.
Invitations to participate in periodic focus groups that evaluate various services and practices.
Complimentary re-registration of securities (this is often done when stocks are listed in one person's name, and are desired to be held jointly, when the need arises to transfer assets into trusts, or when the individual named on the investment is deceased).
Quarterly CAP COM email brief with market updates and insights from the research department at LPL Financial, our national broker- dealer.
Regular portfolio reviews and the opportunity to schedule appointments as needed with our financial advisors.
Complimentary monthly planning calendar
If you have any questions please don’t hesitate to call our offices at (800) 688-1045.