Capital Management Group of New York

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Capital Management Group of New York We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992. CA Insurance Lic. # 0D07280

We provide education, guidance and ongoing support to the individuals, families and businesses in our communities. We believe in better serving our clients through our commitment to continuous growth and professional development. Today we do much more than retirement planning. We implement a balanced approach to wealth management by integrating tax-advantaged investing, asset allocation, charitable gifting, legacy and estate planning strategies, and more into clients’ financial plans. We build lasting relationships with our clients to create a course of action that helps meet their needs today and into the future.

Financial literacy is a lifelong gift. By fostering open conversations, modeling responsible habits, and connecting mone...
10/09/2026

Financial literacy is a lifelong gift. By fostering open conversations, modeling responsible habits, and connecting money decisions to family values, parents can help equip the next generation with the knowledge and confidence to navigate financial opportunities and challenges successfully.

Parents often focus on providing opportunities and financial security for their children, but one of the most valuable gifts may be helping them develop the skills needed to manage money responsibly. Financial literacy is about more than understanding dollars and cents—it involves learning how to ...

Many people spend years planning financially for retirement, but far fewer think about how they'll spend their time, mai...
09/02/2026

Many people spend years planning financially for retirement, but far fewer think about how they'll spend their time, maintain social connections, and find purpose once they stop working.
This article provides thoughtful insights on building community, staying engaged, and creating a retirement lifestyle that's both rewarding and meaningful.

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Retirement is a significant life milestone that can bring a noticeable change to the pace and rhythm of daily life. If you spent years planning for retirement, you may have imagined finally having the freedom to slow down and enjoy life on your own terms. But what many people don’t realize is that...

Cybersecurity is an important part of protecting your financial life. This article highlights several easy-to-implement ...
08/05/2026

Cybersecurity is an important part of protecting your financial life. This article highlights several easy-to-implement strategies that can strengthen your online security and help reduce the risk of account compromise. Passwords, Passkeys, and Face ID: Simple Ways to Strengthen Online Accounts (https://hubs.la/Q04rZLqc0)

Protecting your online accounts is one of the simplest and most effective ways to reduce cybersecurity risk. Email, banking, investment, and cloud storage accounts often contain sensitive personal and financial information, making them attractive targets for cybercriminals. Fortunately, a few straig...

Cybersecurity is no longer just an IT concern. It's a critical part of protecting our financial well-being. As fraudster...
07/23/2026

Cybersecurity is no longer just an IT concern. It's a critical part of protecting our financial well-being. As fraudsters increasingly target people rather than systems, simple habits like verifying unexpected requests, enabling multi-factor authentication, and staying vigilant can make a significant difference. This article offers practical reminders for safeguarding your digital identity and financial future. Worth the read.
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Cybersecurity is often viewed as a technology issue, but today it’s just as much a financial one. As more of our banking, investing, and document sharing happens online, fraud tactics have evolved alongside that shift. Rather than trying to break through security systems, many scams now rely on co...

“I’ll do it later” is something we've all said before. But when it comes to documenting important contacts, assets, and ...
07/08/2026

“I’ll do it later” is something we've all said before. But when it comes to documenting important contacts, assets, and critical documents, waiting can have unintended consequences.
A few hours of preparation today can save your loved ones countless hours of confusion and stress tomorrow. This article explains why. Later is Now (https://hubs.la/Q04nYDYM0)

“I’ll do it later.” In today’s world, keeping up with our many responsibilities and commitments can feel like a constant juggling act. Our busy lives and full plates make it easy to overlook the necessity of organizing and sharing the details of our most crucial contacts, assets, and docu...

As our parents age, the financial conversations we once avoided can quickly become essential. When Aging Parents Need Fi...
05/20/2026

As our parents age, the financial conversations we once avoided can quickly become essential. When Aging Parents Need Financial Help: A Family Guide offers thoughtful insights on how families can navigate these moments with clarity, compassion, and confidence.

When you’re growing up, your parents are responsible for caring for you and helping you build a stable foundation for adulthood. But as you age, so do your parents, and the dynamic of who is helping whom can begin to shift. Over time, many adult children find themselves stepping into a caregivi...

Starting the divorce process can feel overwhelming, but clarity and confidence grow when you have the right professional...
05/01/2026

Starting the divorce process can feel overwhelming, but clarity and confidence grow when you have the right professionals by your side. Thoughtful planning, steady communication, and trusted financial guidance can help you protect your future and move forward with strength.

Getting a divorce can be one of the most difficult and emotional decisions in a person’s life. While the idea of starting a new chapter may bring a sense of closure, it is also common to experience uncertainty and concern about protecting your financial future. In addition to support from family a...

Life can change in a moment — and when it does, emotional recovery and financial stability often collide. This article e...
04/02/2026

Life can change in a moment — and when it does, emotional recovery and financial stability often collide. This article explores what it really means to navigate both at once, and why support matters during life’s most difficult transitions.

Life doesn’t always change in gradual, predictable ways. Sometimes it shifts in an instant — through a divorce, the death of a loved one, a sudden illness or injury, or another deeply personal loss. In those moments, your emotional and physical well-being naturally take priority. Grief, fear, an...

So many women are managing more wealth than ever before—but also feeling more overwhelmed by it. This article dives into...
03/26/2026

So many women are managing more wealth than ever before—but also feeling more overwhelmed by it. This article dives into why that is and how the right financial advisor can make all the difference. A great resource for anyone looking to feel more confident and supported in their financial life.

Today, Americans are 41% more likely to turn to a financial advisor when seeking financial advice.[1] One of the biggest factors driving this trend is a broad pessimism about personal finances amid recent stock market volatility and rising consumer prices. Within this group of Americans is a demogra...

Rising living costs and longer life expectancies are making it harder for retirees to make their savings last. Proactive...
01/08/2026

Rising living costs and longer life expectancies are making it harder for retirees to make their savings last. Proactive planning—whether through smarter withdrawal strategies, guaranteed income options, or long‑term care preparation—can help create more stability and confidence in retirement. Now is a great time to revisit your plan and ensure it supports the future you envision.

The cost of living continues to rise, placing increasing financial pressure on those already in retirement. As a result, many seniors now face a heightened risk of outliving their savings. According to a 2025 analysis by the Transamerica Center for Retirement Studies, retirees in 41 states and Washi...

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55W 46th Street Suite 2203
New York, NY
10036

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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