We believe every Person has a money story worth telling.
Our mission is to help small businesses and creatives write theirs with clarity, confidence, and purpose.
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Planning
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Chris Hartman
I’m a CPA with nearly 20 years of accounting experience and a deep passion for helping others build wealth with intention and confidence. Over the years, I’ve seen firsthand that financial success isn’t just about numbers—it’s about understanding them, using them, and aligning them with the life and business you truly want.
I work with small businesses and creatives who have big ideas, meaningful goals, and a desire to turn their vision into something sustainable. Whether you’re just getting started or ready to grow, I’m here to help you make sense of your finances and create a clear path forward.
My approach to financial planning is holistic. That means we don’t just look at your books—we look at the full picture: your goals, your values, your challenges, and your opportunities. Together, we build strategies that support not only your business success, but your long-term wealth and personal fulfillment.
At the heart of my work is education and empowerment. I believe you should feel confident and in control of your finances, not overwhelmed by them. My role is to guide you, support you, and give you the tools to make informed decisions every step of the way.
Services
We help you make clearer financial decisions with services tailored to your life and business.
Financial Planning
Our holistic planning approach evaluates multiple areas of your financial life to create a clear and strategic path forward.
- Retirement planning
- Cash flow optimization
- Tax planning strategies
- Insurance review
- Estate and trust considerations
- Life transition planning
- Business financial planning
Investment Management
We help you manage and grow your investments through thoughtful portfolio strategies and ongoing guidance.
- Portfolio management
- Investment strategy development
- Inherited IRA guidance
- Asset allocation and risk management
- Ongoing investment monitoring
Business Planning
For business owners and creatives, we help connect your personal and business finances.
- Business cash flow strategies
- Insurance and risk protection
- Employee benefits planning
- Retirement plan options
- Growth and expansion planning
Capital Wealth was built on the belief that financial planning should be personal, thoughtful, and relationship-driven. Rather than offering one-size-fits-all advice, we work closely with clients to understand their goals, challenges, and long-term vision. Our goal is to create lasting partnerships where clients feel supported, informed, and confident in their financial decisions.