Six households, in their own words.
Verified clients across six states. Each review is published with written permission and last-name initial only.
"We came to Capital Gain Prime with three fragmented accounts, two underperforming policies, and a mortgage we didn't understand. Eighteen months later the plan reads on a single page and we know what every dollar is doing. The patience is what sets them apart."
"SBA 7(a) loan closed in nineteen days. My advisor defended the cash-flow projections personally with the underwriter. That is not the service I was paying for — that was the service I was hoping existed. Found it here."
"Their insurance audit found two gaps in coverage I didn't know I had — and one policy that was duplicating another. They restructured the entire stack, lowered my annual premium by $1,400, and increased my liability limits. Honest work."
"Refinanced our mortgage from a 6.8% ARM into a structured 30-year fixed with a HELOC reserve. Closed in 22 days, no surprises at the table. The advisor was on the call with the title company. That level of involvement is rare."
"I have worked with two other wealth managers over the last decade. Capital Gain Prime is the first that delivered a written investment policy statement, defended it under three stress scenarios, and then actually followed it during the last drawdown. Process over personality."
"Retirement plan rolled over, Roth conversion ladder built for the next four years, Social Security timing modeled against my wife's life expectancy. Every decision came with a written rationale. I finally understand my own plan."