01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

(Comprehensive) Financial Planning

We build more than a financial plan; we build relationships with our clients. We want to understand your goals and know if your circumstances change, so we can adjust your plan to help keep you on track.

Goal Review

Wealth management is more than knowing where your investments are – it’s working with every aspect that contributes to your wealth – your financial and estate plans, charitable contributions, tax strategies, and building lasting relationships with the professionals, such as attorneys and tax professionals.

Investment Management

Are your investments working for you? We have tools to analyze your current portfolio and help you understand if it’s helping you reach your financial goals. We can design a personalized portfolio for you based on your short and long-term goals and identify the strategies that are aligned with your risk tolerance and overall financial plan.

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Our Principal

Richard | Owner | 1st Capital Insurance & Wealth Management

Richard Chew is a 25 Year Insurance & Financial Services Veteran that has successfully helped individuals, small and...

1st. Capital Insurance & Wealth Management Group manages assets for individuals and families, providing investment management, and financial planning services.