Capital Growth Management, Inc.

Capital Growth Management, Inc. With over 50 years of experience, our firm specializes, and is focused on taxed managed, risk adverse investing. Call us today!!
801.690.5899 Preserving Legacy.

We create personalized retirement income, estate planning and tax mitigation strategies. About Capital Growth Management, Inc. President & CEO · Since 2006 · Bountiful, Utah
Guiding Wealth. Creating Impact. At Capital Growth Management, we don’t just manage money—we build futures. For nearly five decades, our team has helped clients rise above the noise and take control of their financial lives wi

th clarity, confidence, and purpose. We specialize in tax-efficient, risk-managed wealth strategies designed for real people facing real challenges in an unpredictable world. Our clients are pre-retirees, business owners, families, and individuals who want more than just a portfolio—they want a plan that works in real life. Led by a powerhouse team of Wealth Advisors, CPA’s, and Estate Attorneys, we deliver fully integrated planning for:
🔹 Retirement & Investment Planning
🔹 Tax-Free Income Strategies
🔹 Trust & Estate Design
🔹 Charitable Giving & Legacy Creation

We don’t believe in cookie-cutter advice. Every plan is tailored, every detail is personal, and every move is made with your long-term security and values in mind. And because we believe success means significance, we proudly donate a portion of our profits each year to hand-selected charities that uplift lives and communities. You’ve worked hard to build what you have. Now let’s make it work harder for you. Your future deserves a strategy. Let’s build it—together.

📞 Schedule your confidential strategy session today.
801.690.5899 | www,CGMWealthAdvisors.com

Don’t just count your weekends… make every day count.Last week, I had a conversation with a dear friend that caused me t...
03/20/2026

Don’t just count your weekends… make every day count.

Last week, I had a conversation with a dear friend that caused me to reflect—on life, on business, and on what truly matters.

We started talking about how many weekends are left this year…

And like many people, it’s easy to find ourselves measuring time that way.

Then she said something simple—but powerful:

“Don’t count them down… make them all count.”

That’s the shift.

In business, we are trained to measure everything—
quarters, production, growth, performance.

And those metrics matter.

But after nearly four decades in this industry, I’ve learned something just as important:

The most meaningful things in life are not measured on a calendar or a balance sheet.

They’re experienced.

They’re felt.

They’re lived.

Because success is not just built in meetings, markets, or milestones…

It’s built in the moments we choose to be present.

With our families.
With our friends.
With the people we lead and serve.

Not every day is perfect.
Not every day feels like a win.

That’s life.

The challenges.
The growth.
The quiet moments.
The breakthroughs.

All of it shapes us.

We don’t need more time.
We need more intention with the time we have.

More presence.
More connection.
More purpose.

Leadership isn’t just about results.

It’s about alignment—
between what we say matters…
and how we actually live.

My dear friend and Mentor Steve Hardison says it best:

“We have just one life, so LIVE it large.”

To me, that means living with purpose, gratitude, and the awareness that every day is an opportunity—not a guarantee.

So as we continue to build businesses, lead teams, and pursue excellence…

Let’s make sure we’re also building a life that truly matters.

Because in the end, our greatest legacy won’t be what we accumulated…

It will be how we lived, how we led, and how we made people feel.

If you’re reading this, thank you!

I’m grateful for the relationships, friendships, and partnerships that have shaped my journey.

— Curtis G. Marsh
President & CEO
Capital Growth Management, Inc.

“Count your blessings. Once you realize how valuable you are and how much you have going for you, the smiles will return...
01/24/2026

“Count your blessings. Once you realize how valuable you are and how much you have going for you, the smiles will return, the sun will break out, the music will play, and you will finally be able to move forward the life that God intended for you with grace, strength, courage, and confidence.”
— Og Mandino

That quote isn’t theory. It’s lived truth.

There were times when the pressure was heavy and the road forward wasn’t obvious. What changed wasn’t the circumstances. It was the decision to pause, take inventory, and recognize what was already in my hands.

Gratitude has a way of restoring clarity. It reminds you of your value. It steadies your mindset. It brings you back to center when distractions and doubt try to pull you off course.

I’ve learned that real strength is built quietly. Through discipline. Through faith. Through trusting that God’s plan is unfolding exactly as it should, even when the results aren’t immediate.

When you stay thankful and grounded, you move forward differently. With purpose. With confidence. With resolve.

Grateful for how far I’ve come. Focused on what’s ahead. 🙏🏼❤️

“Inflation is the only tax that never gets voted on. It quietly erodes purchasing power every single year. At CGM, we de...
01/16/2026

“Inflation is the only tax that never gets voted on. It quietly erodes purchasing power every single year. At CGM, we design portfolios and income streams that grow faster than inflation — because a retirement that looks good on paper but loses buying power in real life isn’t a real retirement.”

01/15/2026

“The first rule of investing is don’t lose money. The second rule is don’t forget the first rule.”
— Warren Buffett

As we enter this beautiful holiday season, I want to pause and simply say thank you!To our clients, associates, and stra...
12/23/2025

As we enter this beautiful holiday season, I want to pause and simply say thank you!

To our clients, associates, and strategic partners—your trust means more to us than words can fully express. You allow us into one of the most important areas of your life: the planning, protection, and legacy of your family assets and investments. That is not something we ever take lightly.

At Capital Growth Management, Inc., we believe financial planning is about far more than numbers. It’s about people. It’s about values. It’s about creating clarity, confidence, and continuity—so the work you’ve done, the sacrifices you’ve made, and the dreams you hold can live on for generations.

We are deeply grateful for the relationships we’ve built, the partnerships we’ve formed, and the opportunity to walk alongside you in building meaningful legacies. Your confidence in us is an honor, and serving you is a responsibility we embrace with integrity and purpose.

May this holiday season bring you peace, joy, and time with those you love most. And may the coming year be filled with health, opportunity, and continued growth—for you and your family.

With sincere gratitude and warmest wishes,

Curtis G. Marsh
President & CEO
Capital Growth Management, Inc.

Retirees are getting hit with a tax surprise they never saw coming — but you don’t have to be one of them. Before the ye...
12/01/2025

Retirees are getting hit with a tax surprise they never saw coming — but you don’t have to be one of them. Before the year ends, smart planning can prevent the “retirement tax trap” that quietly drains income from Social Security, pensions, and investment withdrawals. At Capital Growth Management and B10 Capital, we help retirees protect their nest egg with proactive investment strategies, tax planning, and tax-mitigation solutions designed to keep more of your money working for you. If you’re nearing retirement — or already in it — this is the perfect time for a quick review. Details in the comments if you’d like to communicate with us directly.

Avoid a surprise tax bill in retirement. Here are five smart, simple year-end moves retirees can make before December 31 to keep more of their money.

12/01/2025

Avoid a surprise tax bill in retirement. Here are five smart, simple year-end moves retirees can make before December 31 to keep more of their money.

Happy Friday!!Listen, every day is a gift, and you’ve got the ability to shape it into something extraordinary. Most peo...
10/24/2025

Happy Friday!!

Listen, every day is a gift, and you’ve got the ability to shape it into something extraordinary. Most people wake up and let life happen to them, but you’re different—you have the power to create the life you want. That starts today. So, here’s what I want to focus on:

1. Your focus determines your reality. Whatever you focus on, you feel. So if you focus on problems, you’ll feel overwhelmed. But if you focus on solutions, you’ll feel empowered. Today, train your mind to focus on what’s possible and what’s in your control.

2. Motion creates emotion. Get up, move your body, and you’ll shift your energy instantly. When you move with intensity, you break free from anything holding you back. Stand tall, breathe deep, and let that energy flow through you. That’s how you ignite your spirit!

3. Gratitude destroys fear. When you’re truly grateful, it’s impossible to feel fear or anger. I want you to take a moment right now and think of three things you’re deeply grateful for. Feel it in your heart. When you’re in a state of gratitude, you attract more to be grateful for.

4. Progress equals happiness. If you’re not growing, you’re dying inside. Set one small goal today—something you can accomplish—and take action on it. It doesn’t have to be massive; it just needs to move you forward. Progress gives you momentum.
Today, you have the opportunity to create the emotions, the outcomes, and the experiences that you desire. You are not your past. You are the creator of your destiny. Let’s go!!

Where is your I AM? What is your I AM?

Have a blessed weekend! We work hard, now let's play hard.
Photo 📸 Credit Marc Reynolds

Let us help you create and design your personalized retirement income plan. Call us, and lets talk!801.690.5899
09/23/2025

Let us help you create and design your personalized retirement income plan. Call us, and lets talk!
801.690.5899

Understanding America's $1.46 Million GoalIn an era marked by economic fluctuations and rising living costs, Americans' visions of a comfortable retirement a...

Let us help you create your personal retirement goals and income needs. Call our office today, and let's talk 801.690.58...
09/23/2025

Let us help you create your personal retirement goals and income needs. Call our office today, and let's talk 801.690.5899

Understanding America's $1.46 Million GoalIn an era marked by economic fluctuations and rising living costs, Americans' visions of a comfortable retirement a...

Address

1355 N Main Street, Ste 500
Bountiful, UT
84010

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when Capital Growth Management, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Capital Growth Management, Inc.:

Share