Description: The Capital CS Group is a full service wealth management firm located in Southern California. Contact us for investment services & financial planning.
We work as fiduciaries to provide solutions to complex stock option transactions, financial planning, and asset management to wealthy families and individuals. We help our clients understand their financial circumstances and how to reach their short-term and long-term financial objectives.
Did you know you can get a line of credit on your investments? Margin lending is a personal loan that is collateralized by the securities within your investment portfolio
Every investor is unique, which is why we offer you the flexibility of choice to match your investing style and preferences.