Capitalwize is a Fee-Only Registered Investment Advisory Firm. We are true fiduciaries. Which means we have a legal obligation to do what’s in our clients best interest. Instead of acting as just another subject matter expert on your financial team, we are the Financial CEO for your financial team. Which means, you can come to us as one centralized point of contact without having to connect any of the dots yourself. You can learn more about our process here.