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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. Generated from the website

We are committed to develop strong, long-term relationships with our clients, using a holistic approach to wealth management, first by getting to know whats important to you, and then helping you make the best financial decisions to reach your goals in every stage of your life.

Jason Borman - Raymond James, situated in Lafayette, CA, stands as a financial services firm specializing in customized wealth management services, investment banking, asset management, and capital market solutions. Catering to a diverse clientele comprising individuals, businesses, and municipalities, they excel in offering comprehensive financial planning, portfolio advisory strategies, investment research, and tailored support aligned with specific client objectives. Boasting extensive industry expertise, Jason Borman - Raymond James prioritizes assisting clients in navigating intricate financial landscapes through meticulous analysis and personalized guidance. Their approach underscores the importance of prudent risk management while providing avenues for financial growth, protection, and seamless wealth transfer. Despite a global presence, the firm upholds a community-centric ethos, ensuring that their solutions are attentive, purposeful, and tailored to each client's unique financial goals. Generated using this brand's available information