Capital Wealth Planners
@capitalwealthplanner.com
Financial planning for Sacramento business owners & their families. Grow your wealth and take advantage of tax-optimization opportunities.
Capital Wealth Planners's Company Logos
Capital Wealth Planners's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#0D7658
Salem
13, 118, 88
163, 80, 26
89, 0, 25, 54
#F4F2ED
Pampas
244, 242, 237
43, 24, 94
0, 1, 3, 4
#22282A
Shark
34, 40, 42
195, 11, 15
19, 5, 0, 84
About Capital Wealth Planners
Capital Wealth Planners is a financial planning firm serving business owners and their families in the Sacramento area. Built by a business owner for business owners, the firm helps clients make informed decisions about their wealth, businesses, and family’s financial future. Its services include planning to grow and protect wealth, identify tax-optimization opportunities, manage financial risks, and prepare for business succession or an exit. The firm also helps owners coordinate with other professionals and develop contingency plans, aiming to simplify complex decisions and save clients time.
Led by Melissa Yano, CFP®, CExP™, Capital Wealth Planners offers direct, practical guidance and invites prospective clients to begin with a 20-minute consultation. The website also provides case studies illustrating planning scenarios, along with a free checklist of questions for business owners seeking direction on safeguarding their families’ future. Capital Wealth Planners is located in Folsom, California, and its advisory services are provided through The AmeriFlex Group®, a registered investment adviser.
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