We had a great time at our Client Appreciation event at the Shucker’s baseball game! We are looking forward to our next event with you. Thanks to all of our clients for your wonderful support to Wealth CAPS and allowing us to help create retirement plans and see you through the next phase of your lives. It means a lot to us.
We are an independent financial service firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial planning, investment advice and insurance provided through Business-owner Strategies Group, LLC a North Carolina Registered Investment Adviser and Licensed Insurance Agency d/b/a BSG Advisers. Wealth CAPS does not provide legal or tax services.