Capital Advantage

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3470 Mt Diablo Blvd
Lafayette, CA 94549
+1 (925) 299-1500
http://www.capitaladvantage.com

Capital Advantage Inc. is a fee-only wealth management firm based in Lafayette, California, dedicated to providing personalized financial strategies tailored to the unique needs and goals of its clients. With over 40 years of expertise, the firm specializes in investment management, financial planning, and retirement planning for pre-retirees, retirees, and women navigating specific financial challenges.

Emphasizing the importance of building meaningful personal relationships, Capital Advantage offers clients the benefits of large institutional expertise combined with the individualized attention of an independently-owned firm. Their comprehensive approach ensures that each client receives customized solutions and a clear roadmap to achieving financial clarity and security for the future.

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