Capital Investment Company of VA (CapCoVa), in collaboration with Sollinda, provides retirement-plan consulting, wealth management, and lifestyle and financial planning for employers, individuals, families, and business owners. The firm describes its approach as high-touch and technology-enabled, combining personal advice with tools for accessing plan and performance information.

For employers, CapCoVa supports 401(k) and 403(b) plans through plan design, investment analysis and monitoring, fee benchmarking, workplace wellness and education, and fiduciary training and governance. It also offers fiduciary support, including 3(21) and 3(38) services.

For individuals and families, services include retirement and lifestyle planning, investment management, insurance and alternative investment guidance, tax planning, estate planning and trusts, and family-office support. The firm says it builds portfolios from a broad range of investment options, with attention to clients’ objectives, costs, transparency, and risk. Its process begins by understanding a client’s circumstances, then curating and implementing solutions and monitoring them over time. CapCoVa emphasizes independent, fiduciary-minded advice, clear communication, and long-term relationships designed to help clients plan for financial needs across life and business.