Capital Advantage

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3708 Mt Diablo Blvd
Lafayette, CA 94549
+1 (925) 299-1500
http://www.capitaladvantage.com

Capital Advantage Inc. is a Lafayette, CA-based wealth management firm focused on providing personalized investment management and financial planning services tailored to each client's unique needs and goals. With over 40 years of experience, their fiduciary advisors are committed to helping clients achieve financial clarity and success, whether they are pre-retirees, retirees, or women navigating specific financial challenges.

Dedicated to fostering long-term relationships, Capital Advantage employs a comprehensive approach that goes beyond numbers to gain insight into their clients' stories and aspirations. Their services include customized portfolio management and retirement planning, ensuring that clients are well-equipped to protect and grow their wealth for the future.

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