Start investing in
3 easy steps.
- Complete the Investor Profile
- Open your brokerage account
- We prepare a list of personalized recommendations for you to purchase on Black Friday
Capitalwize is a Fee-Only Registered Investment Advisory Firm. Unlike most financial educators sharing information online, we have a legal obligation to do what’s in our clients’ best interest. Instead of acting as just another subject matter expert on your financial team, we are the CEO of your finances. Led by George Acheampong, one of North Carolina’s top Financial Planners, Capitalwize is passionately committed to helping clients live the lifestyle they’ve always wanted today, while planning the legacy they will leave tomorrow.
Join us this Black Friday in taking the first step to changing your legacy.