Celebrating 50 years of helping clients pursue their financial dreams

GET TO KNOW US

Wealth management that puts people first.

What are your hopes and dreams? How do you envision your future and your legacy? Whatever your aspirations, Capital Group Private Client Services is focused on helping you achieve them. We build deep and lasting relationships with our clients, and follow the simple philosophy of doing what’s right.

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WHAT WE DO

Highly individualized plans — for all types of clients.

There’s no one-size-fits-all approach to wealth management. That’s why our highly personalized approach centers around you. From day one, your Private Wealth Advisor will work hard to understand your vision ― so we can customize an investment plan tailored to your unique objectives.

We provide hands-on, personalized service backed by the resources of Capital Group, one of the world’s oldest and largest asset management firms. Our singular focus is on investment management and wealth planning, allowing us to concentrate on delivering superior long-term results. 

We’re in this with you ― for the short term and the long haul.

SEE HOW IT WORKS
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HOW WE HELP

Endowments & Foundations

Philanthropy is in our DNA, and we have vast experience serving Endowments and Foundations. Some of the world’s leading nonprofits trust us to manage their wealth because we have a deep understanding of their needs. Our parent company is a generous contributor to global charities, and many of our associates serve on the boards of nonprofits. Whatever your charitable goals, we can help.

FIND OUT MORE
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INSIGHTS

Research-driven insights to 
bring you fresh perspectives

EXPLORE ALL INSIGHTS
WHAT WE OFFER

Events

Our webinar series, Explorations: Ideas for your mind, inspiration for your soul, connects you with thought leaders who shed light on topics ranging from current events to personal wellness. And our investment analysts and portfolio managers provide insights on economic and financial trends affecting your portfolio.

EXPLORE
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Let’s continue the conversation.

Reach out to connect with one of our Private Wealth Advisors.

CONTACT US
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Copyright © 2024 Capital Group Private Client Services. 

 

Capital Group Private Client Services does not provide legal or tax advice. For estate planning or taxation matters, investors should consult with a legal and/or tax advisor regarding their individual circumstances.

 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation. The thoughts expressed herein are based upon sources believed to be reliable and are subject to change at any time. There is no guarantee that any projection, forecast or opinion will be realized. Past results are no guarantee of future results. The information provided herein is for informational purposes only and does not take into account your particular investment objectives, financial situation or needs. You should discuss your individual circumstances with a Private Wealth Advisor. Any reproduction, modification, distribution, transmission or republication of the content, in part or in full, is prohibited.

 

The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Not all of the analysts and portfolio managers featured are involved in the management of Capital Group Private Client Services portfolios.
 

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