"The interests of our clients must come first" - Charles E. Merrill
Washington Capitol Group LLC is a privately held consulting firm with capabilities to provide service to Private Clients, Public and Private Companies, Government Agencies, Multi-National Organizations, and Non-profit Organizations. Jim Moran is an "independent" Registered Investment Advisor, and Certified Financial Manager. We specialize in Private Wealth Management, and Corporate Executive Services.
We utilize the services of several "outside" entities: from Raymond James Financial, Fidelity Investments, various independent professional money managers, as well as Capitol Securities Managment Inc.
Having over 39 years experience in the Financial Services Industry, Jim Moran is also experienced as an "International Financial Consultant"; providing knowledgeable service to NON-U.S. clientele. Jim has experience with School Districts, Labor Unions and other organizations. Retirement planning and Educational planning should be noted. A total Financial Consulting approach is available. With past tenure at Merrill Lynch, Kidder Peabody and PaineWebber, Jim's experience and education provide added value.
When you need assistance in formulating a team of professional money managers under our Wealth Management division, or need to address critical program/project development or need to address strategic challenges and opportunities; you need to "partner with experience"!
When you are faced with project implementation needs, critical events or alliance development; you need to "partner with experience"!
When you need to retain accurate and reliable service for your Corporate Benefit Plans, provide Wealth Management for yourself, family and Key employees or provide Group/Employee Benefits; you need to "partner with experience"!
When you need to find local professionals to provide solutions to your needs through objective analysis, discretion, accuracy and accountability; you need to "partner with experience"!
Please explore our site, review our services, and determine if we could be of additional assistance.