The Capitol Bay Group’s mission is to help families plan their futures by listening to their dreams, goals, and aspirations; reviewing current and future resources; and providing a financial plan and investment strategy that combines our experience with our proprietary 6 Lenses methodology.
We serve successful, busy people who trust us to do the learning and execution so they can focus on what matters most
Check the background of investment professionals associated with The Capitol Bay group on FINRA’s BrokerCheck
The Capitol Bay Group’s mission is to help families plan their futures by listening to their dreams, goals, and aspirations; reviewing current and future resources; and providing a financial plan and investment strategy that combines our experience with our proprietary 6 Lenses methodology.
We serve successful, busy people who trust us to do the learning and execution so they can focus on what matters most
The Capitol Bay Group’s mission is to help families plan their futures by listening to their dreams, goals, and aspirations; reviewing current and future resources; and providing a financial plan and investment strategy that combines our experience with our proprietary 6 Lenses methodology.
We serve successful, busy people who trust us to do the learning and execution so they can focus on what matters most
We are an independent financial services network committed to putting clients first. Our experienced team offers investment management, retirement planning, estate strategies, and holistic financial guidance, always free from corporate or shareholder influence. We deliver personalized, ethical advice tailored to your goals and challenges at every stage of your financial journey
With more than 40 years of experience, John specializes in executive compensation, tax planning, and estate strategies. He is a CIMA® certified professional and University of Maryland graduate, and his team earned Forbes Best-in-State recognition. John supports multiple charities, enjoys family time, historical books, walking his dogs, and playing music.
John is Co-Chair of The House for Youth Golf Tournament. The team supports the DC Food Bank and Opportunities International.
We deliver actionable, comprehensive wealth management for families and business owners
Includes tax, estate, and predictable-income projections; scenario modeling for education, business, and personal goals; plans updated annually.
Hybrid Approach: fiduciary fee accounts and brokerage accounts. We use optimal pricing based on what’s right for you – we do better when you do better. We blend fundamental, technical, and AI analysis and create a portfolio that will meet your risk and return requirements. We create various models – from low cost ETF models to a Modified endowment model with access to alternatives like hedge funds, private equity, real estate, currencies, and structured notes.
We help business owners to model succession planning scenarios. We look at the connection between the business, the exit and your personal financial plan.
Management of 401k, TSA, IRA, and RMDs. We use predictable income modeling with a goal of covering 90–100% of retirement income from reliable sources
We review what your are trying to accomplish with your legacy planning and work with your estate attorney to find the optimal plan to accomplish those goals with the lowest potential tax costs. We also do beneficiary reviews, account titling, estate coordination, and insurance analysis
Taxes are one of our biggest expenses. We employ multiple strategies to reduce income taxes. These strategies may include; Tax-loss harvesting, qualified plan and IRA management, tax deferral options and constructing tax-efficient portfolios.
We evaluate your financial world through six lenses: Financial Planning; Income and Cash Flow; Estate and Legacy; Liquidity and Asset Allocation; Risk; and Tax Efficiency
Start your journey with our Forbes-recognized team and build a comprehensive wealth strategy today
